Describe your perfect day?
Going to the beach with my family and my golden retriever Toby, lots of sunshine, eating good food and going for a run!
What do you most like about your job?
Helping people discover their core values and creating a financial life plan that aligns with their goals.
Surprise us, something we don’t know about you?
I recently completed my first Marathon in March of 2024!
How long have you worked in Financial Services?
15+ years
Work with Katy
MBA from UC Berkeley's Haas School of Business
B.A. in Global Economics from the University of California
CFP® certification
Investment, Budgeting, Retirement Planning, and Families and Couples.
Prior to Domain Money, Katy founded her own firm, Katy Song Financial Planning, Inc. As a CFP® practitioner, she guided families with young children and couples by creating customized and objective financial plans. Katy's expertise helped these clients maximize their resources and achieve their optimal lifestyle goals.
Katy's previous experience extends beyond financial planning. She served as a consultant for SoFi Wealth, collaborating on the development of top-tier financial services for members. Katy also provided guidance on financial planning strategies and led community events, covering diverse financial topics from retirement planning to life event preparedness.
Early in her career, Katy built a strong foundation in wealth management at Citi. Serving as a global relationship manager for West Coast semiconductor and software firms, she fostered strong client relationships, ensuring comprehensive and holistic experiences. This diverse background equips Katy with a unique perspective to understand your financial needs at every stage of life.
Raised in Rye, New York, Katy moved to California in 1993 to attend the University of California, Santa Cruz (Go Banana Slugs!). After graduating in 1997 with honors and a B.A. in Global Economics, she worked for the U.S. Department of Commerce in the International Trade Administration. Katy attended the Haas School of Business at the University of California, Berkeley (Class of 2002), after which she worked as an investment banker for Citigroup.
Since 2008, Katy has focused on helping families with young children and couples get their financial lives in order and put them on track for living the life they want. She is a member of the National Association of Personal Financial Advisors (NAPFA).
At Domain Money, Katy serves as Chief Financial Planner, overseeing a team of CFP® professionals dedicated to crafting personalized financial plans that alleviate client stress and pave the way for their desired lifestyles. She spearheaded the development of Domain Money's financial planning process and service offerings, ensuring a client-centric approach.
These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials.
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