Roger Asel
CFP®, CPA, PFS
Certified Financial Strategies
Financial Advisor
Roger Asel
CFP®, CPA, PFS
Certified Financial Strategies
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Roger Asel, CFP®, CPA, PFS
Fee Only Financial Planner with offices in Dallas, TX and Santa Fe, NM. Serving clients nationwide.
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®)
Roger Asel is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Roger Asel is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Roger Asel is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Roger Asel is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.
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Roger Asel is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.
Contact Roger Asel
Office Locations:
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40 Calle Encanto
Tesuque, NM 87574 -
12700 Hillcrest Rd., Ste. 210
Dallas, TX 75230