Roger S. Asel

Roger S. Asel

| CFP®, CPA, PFS

Certified Financial Strategies

9727028121

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Fee Only Financial Planner with offices in Dallas, TX and Santa Fe, NM. Serving clients nationwide.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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40 Calle Encanto
Tesuque, NM 87574

12700 Hillcrest Rd., Ste. 210
Dallas, TX 75230

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Certified Financial Strategies is a Fee Only financial planning and investment management  firm with offices in Dallas, TX and Santa Fe, NM, serving clients across the country.  Certified Financial Strategies specializes in providing comprehensive financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Roger Asel is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Roger Asel is a Fee Only Financial planner in Dallas, TX. Roger Asel is a NAPFA-Registered Financial Advisor.

Industry Experience

  • Has been a practicing CPA since 1977, providing business and individual tax advisory services for over 30 years.
  • Founded Certified Financial Strategies in 1990 and has provided investment advisory services to individuals and small businesses for over 17 years.
  • Has been active in the financial advisory community via service on the Board of Directors for the DFW Institute of Certified Financial Planners.
  • Founding member of the North Texas NAPFA study group.
  • Well respected in the Dallas/Fort Worth area Financial & Tax Advisory community. Education & Certifications
  • Graduate of Southern Methodist University
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Certified Financial Planner (CFP®)
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Founded in 1990, Certified Financial Strategies' is an independent registered investment advisor based in Dallas, with an office in Santa Fe, New Mexico.  Our mission is to help our clients achieve their financial goals through comprehensive financial planning, which is the foundation for securing financial independence.  

Certified Financial Strategies is a fee only financial planning firm.  As such, we act in our clients’ best interest in a fiduciary capacity.  We never receive commissions for products sold.

Our approach to financial planning and investment management is from a taxpayer advocate position - we help clients lower their tax burden.  Our team has many years of successful investment management experience under a variety of market and economic conditions.

At Certified Financial Strategies, we embrace our clients and their unique situations.  We encourage you to reach out for a free initial consultation to discuss how our unbiased recommendations are truly in the best interest of our clients.

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