Founder of the Cornerstone Financial Group, Inc.
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