Our Story

Everything Started in 1990

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About Image

At Certified Financial Strategies, we are driven by your success. Our clients invest with intention-meeting goals, growing their wealth and protecting their family. By aligning our guidance, investing principles and planning with equal passion we go beyond being an investment adviser to becoming a dedicated partner.

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.

"We focus on Comprehensive Financial Planning and Wealth Management.”
- Jason Edgerton, CFP®
Our Team

Meet Our Team of Friendly Professionals

Team Member

Roger Asel

Team Member

Jason Edgerton

Financial Advisor
Team Member

Christi Ybarra

Client Services Manager
Team Member

Jerrye Asel

Office Manager

We are proud to sit on the same side of the table as our clients.


certified public accountant


Certified Financial Planner™

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Securities offered through Charles Schwab & Co., Inc,. Member FINRA/SIPC.
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