In 2009, Cathy Morrison left her job of 23 years as senior vice president of the High Net Worth Group at Roxbury Capital Management and opened her own firm to fill what she saw as a need in the industry-helping clients deal with all the financial services companies in their lives.
At Pacific Financial Concierge in Los Angeles, she negotiates on behalf of her clients with insurance companies, on medical bills, credit cards and car leases. She saved one man $10,000 on a home remodeling project just by soliciting a few more bids. Today, she enjoys a robust business "helping people save money and spend more wisely," she says.
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