Who We Are

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Cathy is a 25-year investment professional specializing in client service who has turned her focus to helping individuals and small businesses. Her experience on the trading desk negotiating best execution and price provides the backbone for her current role specializing in financial organization and project management.consulting. She understands the challenges of running a business, raising a family and does not take no for an answer.

Cathy is a trusted business professional, executive manager, mother, family activist and community volunteer. She is proud to be a third generation Southern Californian with two children. 

OUR TEAM

Pacific Financial Concierge has a broad network of legal, financial and insurance professionals available to help complete your financial project goals. 

TESTIMONIALS

“My husband and I found out that the company who had provided our fire insurance policy on our house for the previous 7 years, suddenly wanted to add a new, nearly $3,000 surcharge. We tried for hours to resolve this issue on our own to no avail. Cathy was able to help us find a new insurance company who was willing to take on all our insurance needs, including fire protection and who is providing us with far superior coverage at an overall savings of about $5,000. We cannot recommend her highly enough as someone who will work tirelessly for you to find solutions that work to fit your needs." Kathie and John F. –Malibu, CA

“In an effort to take control of my credit card debt, Pacific Financial Concierge helped me by looking at my total financial package and developing ideas where I could concentrate on eliminating useless spending, and saving more to pay off creditors. Cathy also worked with difficult bankers in order to lower my interest rates so I could pay off the balances quicker. I would definitely recommend Pacific Financial Concierge for anyone looking to regain control over their finances!” Stephen P. – Los Angeles, CA

"Cathy is an effective communicator, establishes strong working relationships with clients and all levels of staff, excels at time-management and demonstrates sound judgment.” Phyllis N. – Former Director of Human Resources, Roxbury Capital Management

“Cathy is a true professional in every aspect of the financial services business. She has an innate ability to incorporate her many years of experience in the business to whomever or whatever the task is before her. She is dedicated and extremely loyal, wanting only the best for her clients. Their concerns become her concerns. I would recommend Cathy with total confidence that the firm/person who hires her will be better for it.” Kathryn H. – Principal at AK Advisory Partners, LLC

“I was faced with mounting home maintenance costs and Cathy helped me realize savings of over $10,000. Her contacts, relationships and persistence were essential to the process. I would recommend Cathy as a valuable resource for anyone looking to save money on a project”. Thomas P. – Westchester, CA