A no-nonsense look at life & money
from a woman’s “purse-pective”!
There’s no shortage of financial talk out there
Sometimes it’s just better to hear it from someone like you.
Catherine Azeles, CFP®, RICP®, CDFA®
Mom. Wife. Investment Consultant
Catherine is an investment consultant for Conrad Siegel – one of the region’s leading investment firms (by AUM).
She’s also a mom and a wife. Join Catherine and our team as we explore some of the most common financial challenges today’s women are facing.
Get to know us!
Conrad Siegel helps people make smart investments to reach their financial goals. They work closely with you to create a personalized plan that fits your unique needs and helps you invest with confidence.
- 100% Fiduciaries
- America’s Top 100 RIAs (2022 Forbes)
- Top 100 Financial Advisor (2022 CNBC)
Award information and criteria can be found at conradsiegel.com/csia-disclosure