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.

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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.

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  • America’s Top 100 RIAs (2022 Forbes)
  • Top 100 Financial Advisor (2022 CNBC)

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