Roger Asel (CFP®, CPA/PFS)

Roger Asel focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We are different from the rest… We offer full service financial planning and investment management services to clients. Our extensive background in taxation provides portfolio management on a tax efficient basis, minimizing the negative impact of taxes on account values. One of our firm’s greatest competitive advantages is our ability to provide separate account management. We work individually with clients to provide financial management services designed uniquely for their individual needs. We do not “buy and hold,” rather we take a tactical approach and make recommendations based on current trends and business cycles. Regarding the account management process for individuals: We gather a great deal of financial information from clients, including goals, objectives and risk tolerance. After careful review and analysis, we make investment recommendations to clients and we thoroughly explain and help clients understand the potential risks and rewards of each recommendation. Clients approve or disapprove recommendations and then we implement those they approve. We provide continuous communication with clients and report to them on a monthly basis, showing comparative performance of investments. We look forward to speaking with you soon.

Additional Information

Born in Dallas, TX 1948. Graduated from SMU with a BBA major in accounting in 1971. I obtained my CPA in 1977 in TX. Obtained CFP designation in 1990. I have extensive experience in financial services and financial planning. Hobbies include: skiing, music, reading, writing, being outdoors, running and fitness. You are as young as you feel. Hard work is good for the soul.

NAPFA Start Date

January 19, 2004


This Office

12700 Hillcrest Rd Ste 210 Dallas, TX 75230-2094 Phone: (972) 702-8121 Fax: (469) 726-3822

Other Offices

PO Box 342 40 Calle Encanto Tesuque, NM 87574-0342 Phone: (972) 702-8121 Fax: (972) 702-8122