Meet the Team
At KSFP we are a team of CFP professionals and fiduciaries. Our sole goal is to help you stress less and live better by gaining clarity into your financial life, knowing how to use your money and being held accountable.
Katy Song
I’m the CEO and Founder of Katy Song Financial Planning, where I help young professionals, couples and families with young children stress less about money and live more. Over the past 17 years, I’ve guided more than 800 clients toward clarity, confidence, and financial freedom through judgment-free, actionable advice tailored to life’s milestones.
My career spans corporate finance at Citi, fintech leadership as Chief Financial Planner at Domain Money, and over a decade of running my own successful practice.
I hold a B.A. in Global Economics from the University of California, Santa Cruz (Go Banana Slugs!), and an MBA from UC Berkeley’s Haas School of Business.
Outside of work, catch me exploring the world, running by the ocean, reading fantasy books and indulging in quality family time.
I’ve shared my expertise on podcasts including The Skinny Confidential Him & Her, Wall Street Skinny, Between Two Advisors, Trends with Benefits (VanEck), Ask an Influencer, Women’s Advocate, and Money O2. I combine deep expertise with a warm, approachable style to help clients turn financial goals into reality. Additionally, I’ve been interviewed and quoted in leading publications including Barron’s, GoBankingRates, InvestmentNews, U.S. News & World Report, Axios, and AOL, helping more people access practical financial advice.
Jesse Barron
I am a CERTIFIED FINANCIAL PLANNER® professional with 4 years of experience specializing in financial modeling and analysis to help individuals and families make confident, informed decisions. I deliver precise, actionable insights and provide comprehensive planning services that integrate tax planning, investment strategy, retirement and education planning, cash flow management, and debt management.
I began my career as a Marketing Manager for one of the largest financial social media personalities, creating content that helped millions learn more about personal finance while growing their audience to over a million followers across all platforms. I later pivoted into finance, working as a Paraplanner at Katy Song Financial Planning, before eventually pursuing and obtaining the CFP® Certification. Over the course of my career, I’ve guided over 100 high-net-worth individuals and families towards financial clarity by providing personalized strategies and practical advice designed to help them reach their goals.
I earned my B.S. in Business Administration from the University of San Francisco, where I developed a strong analytical mindset and a disciplined approach as a Division 1 Student-Athlete. I also hold a FINRA Series 63 license and enjoy continuously expanding my expertise to stay at the forefront of financial planning strategies and maintaining industry best practices. Outside of finance, I enjoy rooting for the San Francisco Giants and 49ers, running, going to the gym, and traveling.
MEET KATY Song
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…
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