Conrad Siegel’s Brianna Mumma and Nathan Bailey Earn CERTIFIED FINANCIAL PLANNER™ Designation 

Harrisburg, PA – Conrad Siegel, with offices in Harrisburg, Lancaster, and Naples, is proud to share that Brianna Mumma and Nathan Bailey have officially passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam.  

The CFP® designation is one of the most respected certifications in the financial planning industry. It represents a high standard of competency, ethics, and professionalism. To become a CFP® professional, candidates must meet rigorous education and experience requirements and pass a comprehensive exam that covers key areas such as investment planning, retirement savings, tax strategies, and estate planning. At Conrad Siegel, all current wealth consultants hold the CFP® designation, reflecting the firm’s commitment to financial expertise and client-first service. 

“At Conrad Siegel, we’re proud that all our wealth consultants hold the CFP® designation. It’s one of the many ways we uphold our promise to put clients first,” said Catherine Azeles, Partner and Wealth Consultant. “We’re especially excited to celebrate Brianna and Nathan on this achievement. It’s a testament to their hard work and the passion they bring to our team every day.” 

Brianna joined the firm in 2022 and Nathan in 2021, both as part of Conrad Siegel’s growing Wealth Management team. They work closely with individuals and families to create personalized financial plans and help clients feel confident about their financial future. 

All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Registration does not imply any level of skill or training of CSIA. Working with a highly skilled advisor does not guarantee any performance results.. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results.