Catherine L. Azeles, CFP^®

As an Investment Consultant at Conrad Siegel, Catherine is committed to helping individuals and families discover and achieve their personal and financial dreams. She works holistically with her clients, exploring and educating them regarding all options related to Comprehensive Financial Planning, including Retirement Planning, Investment Management, Risk Mitigation Strategies, and Estate Preservation Planning and Analysis. Catherine’s passion for finance started at a young age after witnessing firsthand the pressure that finances can put on an individual and their families. She put that passion to work and started working with families and their finances over twelve years ago after graduating from Shippensburg University. She has also earned one of the industry’s top credentials: Certified Financial Planner ® Professional. Her experience working in the insurance field, the brokerage arena, and for two major regional banks provides her with an extraordinary perception of the various services, products and structures clients may experience and the benefits and drawbacks to individuals. What brings her to Conrad Siegel is the company's reputation for integrity, compassion and expertise. The attention to detail at Conrad Siegel demonstrates that the clients' needs are always the number one focus. Although her two young children, husband, and Lab Cooper, keep her pretty busy most days, Catherine feels a strong commitment to the community and giving back. When not busy meeting with clients, or tending to her family’s needs, Catherine stays involved with Leadership Harrisburg Area, The Foundation for Enhancing Communities and other local organizations.

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Mutual Funds, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances