Get To Know Us
Our mission is to help our clients navigate their personal investment landscapes and empower them to make confident financial decisions.
Our clients benefit from our knowledge and experience as we guide them through the conceptualization and implementation of strategies aimed at growing, preserving and/or transferring wealth.
"Our value to clients is rooted in the core of our professional and personal values."
- Effective management and application of resources
- Efficient communication with clients; aligning risk/reward expectations with suitability
- A focus on education for an understanding not only of the investment vehicles but, also, of the investment environment and how it relates to specific client circumstances
- A commitment to placing what is right for the client before what is profitable for ourselves
Aspen Financial Strategies Mission Statement
Our Team
Joel S. Vergel de Dios
Financial Consultant
Joel graduated from the Vesalius College – University of Brussels in Belgium in 1991 with a degree in Business Economics. Born in the Philippines and raised in Europe, Joel understands the nuances of relating to individuals of...
Christina Minneci
LPL Virtual Admin for Joel Vergel de Dios
Christina is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline advisors' practices. She partners with advisors to provide support on administrative...
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Monite Vergel de Dios
Office Manager
Monite loved every moment of growing up in Flagstaff, AZ. She believes there is nothing better than seeing Mt. Humphries every day and being a part of the community. After living and working in Las Vegas, NV and Northridge, CA she and...
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