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

9727028121

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

    Roger Asel is a Tesuque, NM fee-only financial planner. Certified Financial Strategies provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Roger Asel is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

    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

    Contact Roger Asel

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    Office Locations:

    • 40 Calle Encanto
      Tesuque, NM 87574
    • 12700 Hillcrest Rd., Ste. 210
      Dallas, TX 75230

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