As Founder and President of the Cornerstone Financial Group, Dave Romagosa provides estate, tax, retirement planning and investment services to individuals, businesses, and nonprofits. Known for their “southern-style,” personal service, Dave and his associates are privileged to work with successful entrepreneurs and closely held businesses in South Louisiana and Texas.
A ULL graduate and adjunct faculty member, he holds a Master’s Degree in Financial Services as well as Certified Financial Planner ©, Accredited Investment Fiduciary, and Chartered Financial Consultant designations. Cornerstone is a branch office of LPL Financial, a member of FINRA and SIPC*.
“Mary and I are humbled by what our community has given to our family; now, it’s our turn to return the favor,” says Dave. He has served on the boards of the Boys & Girls Clubs of Acadiana and Hospice of Acadiana. Having served as co-chairs of The Night of the Child, he and Mary have provided numerous programs with fundraising and financial support.
*Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC