Katy Song (CFP®, MBA)

Katy Song focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Financial Psychology/Coaching
  • Hourly
  • Investment Advice without Ongoing Management

Planning Specialties

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.

Since 2008, I have 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. I am fee-only Certified Financial Planner (CFP®) and member of the National Association of Personal Financial Advisors (NAPFA).

As a fee-only financial planner, my recommendations are objective and driven by what is best for your family. It is my job to help align your spending and saving with your goals, educate you on all aspects of your financial life, and give you a road map to achieving the financial future you want. I am hands-on and keep my clients accountable to their financial goals.

I live in Mill Valley with my husband, two young children and a golden retriever.

Additional Information

I focus on familiies with young children and couples starting their lives together. 

NAPFA Start Date

December 31, 2014


This Office

34 Meadow Dr Mill Valley, CA 94941-1541 Phone: (415) 272-3083