Katy SongFinancial Planning
Financial planning is for everyone –
not just the very wealthy.
Everyone has financial goals. The hard part can be setting those goals and creating a roadmap to attain them. Financial planning provides the starting point and the process to adapt and achieve what matters to you most.
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Who I Am
Raised in Rye, New York, I moved to California in 1993 to attend the University of California, Santa Cruz (Go Banana Slugs!). After graduating in 1997 with a B.A. in Global Economics, honors in my major and Phi Beta Kappa, I worked for the U.S. Department of Commerce in the International Trade Administration. I then attended the Haas School of Business at the University of California, Berkeley and graduated in 2002. I worked as an investment banker for Citigroup until having my daughter in 2007…
Latest from the blog
Will you pay less in taxes in 2025?
July 2025 tax changes through the OBBBA may mean less taxes. Will it help you? Read on.
“Most Terrifying Experience of My Life”
by Matthew Boyle, Katy Song Financial Planning Summer Intern 2023 It happened in the early morning. My dad got up with what he thought was
Is it time to buy an EV?
Tesla, Tesla, Tesla, Rivian, etc… Electric cars seem to be everywhere now. Many families are considering electric cars (EVs) because they are better for the