BIO
I take great pride in using my expertise for you and your family’s benefit and look forward to hearing from you.
Life is meant to be lived.
With over 17 years of expertise, I specialize in empowering singles, couples and families with young children to manage their money smarter and live their best lives.
As a Chief Executive Officer of Katy Song Financial Planning, I’m dedicated to helping you stress less about finances and embrace the lifestyle you want by sharing judgment-free financial guidance and clear, simple advice tailored to your life’s milestones. I also offer ongoing coaching sessions to support and help you stay on track toward your financial goals and take care of all the to-do’s you never get around to.
I previously was Chief Financial Planner at Domain Money, a consultant at SoFi, held leadership positions within Citi’s Corporate and Investment Banking Division, and more. This diverse experience allows me to offer a comprehensive wealth of knowledge about money management for different situations and at all stages of life.
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.
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