Gregory Daigle, JD*, CLU®, ChFC®
Gregory Daigle, JD*, CLU®, ChFC® has been a Partner and Financial Planner of Pinnacle Group for over 27 years. He primarily serves as a specialist in the area of Investment Management and Research. Greg takes this mission very seriously and works closely with clients in order to offer guidance for the appropriate products and services to help achieve their unique goals. He has the skills, knowledge and experience to match a client's investment portfolio with their risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect their assets.
Gregory has a broad range of experience including:
- Investment Management
- Insurance Planning Services
- Corporate Retirement Plans
Education and Credentials
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- Juris Doctor (JD*), LSU Law School
- University of Louisiana-Lafayette - Bachelor of Science, Business Administration, Major in Finance
Industry Involvement
National Association of Insurance and Financial Advisors (NAIFA):
- Louisiana President, 2010 - 2011, 2015 - 2016
- Louisiana Member of the Year, 2013
- Louisiana New Member of the Year, 2001
- Acadiana President 2003 - 2004
- Acadiana Advisor of the Year, 2007
- Acadiana New Advisor of the Year, 2000
Community Involvement
- South Louisiana Community College Foundation Board - President, 2023 - Present
- South Louisiana Community College Foundation, Board and Finance Committee, 2013 - Present
- Leadership Lafayette, Graduate, 2002
- Leadership Institute of Acadiana, Graduate - 2002, Board and Finance Committee 2015 - 2017
- Boys and Girls Club of Acadiana, Corporate Board, 2007 - 2011
- University of Louisiana-Lafayette Alumni Association, Alumni Council 2009 - 2012
- One Acadiana, Member, 1997 - Present