David J. Romagosa

Whether you’re planning your estate, designing an investment portfolio, or providing adequate insurance protection for your dependents, we can help you. Cornerstone Financial Group, Inc. associates are also qualified to assist your business with designing and implementing a comprehensive benefits package to help attract and retain qualified employees.

Dave entered the financial services business in 1969 and received his Master of Science in Financial Services degree (MSFS) from the American College in Bryn Mawr, Pennsylvania. He holds the designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Structured Settlement Consultant (CSSC), Life Underwriter Training Council Fellow (LUTCF), and is a CERTIFIED FINANCIAL PLANNER™ Professional.

Registered to offer investment products and services to residents of  Louisiana, Texas, California, Mississippi, Delaware, Arkansas, Massachusetts, Georgia, Florida, Alabama, Connecticut, New York, Oklahoma, Oregon, Tennessee, Virginia  Colorado, Utah and South Carolina he holds associate membership in the National Structured Settlements Trade Association, the Society of Financial Service Professionals (past president), the Acadiana Estate Planning Council, and the American College Gold Key Society. Dave is a Registered Representative with and offers securities through LPL Financial, member FINRA/SIPC.  Dave is also a structured settlement consultant for Cornerstone Settlements, Inc.

Contact David J. Romagosa

Cornerstone Financial Group
213 N. College Road
Lafayette, Louisiana  70506
Phone: (337) 233-6066
Toll Free: (800) 225-2945
Fax: (337) 237-0730


Service Area

Statewide service provider in:
  • Louisiana

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