Welcome to Certified Financial Strategies Corp web site where
"Our advice gives you peace of mind and time for the true rewards of life."
Please take the opportunity to browse our site and understand our firm philosophy, services and investment approach.
In addition, you will find several tools to assist you in planning for a successful financial future, however, nothing replaces the personalized service you can receive by contacting us directly at 972-702-8121.
Certified Financial Strategies Corp is a SEC registered investment advisor firm. SEC requires full disclosure of information for prospective clients on Form ADV Part II. Form ADV Part II is available by clicking the link below.
Certified Financial Strategies of Dallas, Texas is a showcased Financial Advisor
Roger Asel, CFP®, CPA/PFS Sean Monohan, AWMA, CFP®, CRPS, EA
Click Here for Registration Form ADV Part II