David Romagosa
MSFS, ChFC, CLU,CFP^®, AIF^®, CFS

Partner

Dave entered the financial services business in 1969 after graduating from the University of Louisiana, Lafayette. He received his Master of Science in Financial Services degree (MSFS) from the American College in Bryn Mawr, Pennsylvania.

He also holds the designations of Charted Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Fund Specialist (CFS), Life Underwriter Training Council Fellow (LUTCF), Accredited Investment Fiduciary® (or AIF®) and Certified Financial Planner™ (CFP®).

Dave is 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 memberships in the Society of Financial Service Professionals (past president), the Acadiana Estate Planning Council, and the American College Gold Key Society. Dave is an LPL Registered Representative, LPL Investment Advisor Representative and LPL Registered Principal, offering securities and advisory services through LPL Financial, a registered investment advisor, member FINRA/SIPC.

He has served on the boards of the Boys & Girls Clubs of Acadiana and the Hospice of Acadiana. He has been a member of the Adjunct Faculty of the University of Louisiana, Lafayette since 2002, where he has taught a senior-level course in Employee Benefits.

Dave and his wife, Mary, have 4 children and 5 grandchildren.