Catherine Azeles (CFP®)
As an Investment Consultant, 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. She has applied her desire to educate others when appearing in the media on Fox 43 Morning News, contributing to financial articles in SELF Magazine and volunteering with Junior Achievement.
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 assisting families with finances over twelve years ago after graduating from Shippensburg University. As a Certified Financial Planner® professional, Catherine brings one of the industry’s top credentials to the firm. Her experience working in the insurance field, the brokerage arena, and for two major, regional banks provides her with a broad background and understanding of the different investment models. Ask Catherine what her favorite part about Conrad Siegel is and she’ll tell you that it’s the company’s reputation for integrity, compassion and expertise, all of which demonstrate that the clients’ needs are always the number one focus.
Although her two young family keeps 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.
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Holistic Financial Planning
NAPFA Start Date
November 01, 2018