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"Katy has a talent for helping couples define their financial goals and providing easy steps to achieve those goals. She creates a financial plan that is more than mere numbers; it is a dynamic foundation for realizing shared and individual dreams."
-Maya C., Mill Valley
Kathryn D. Song, CFP®, RFC®
Originally from New York, Katy completed her undergraduate studies in economics at UC Santa Cruz and spent several years living and working abroad in both France and Africa. She received an MBA from UC Berkeley's Haas School of Business with an emphasis in Finance and worked five years in Investment Banking at Citigroup.
After starting her family, Katy changed her focus from global banking to personal financial planning, a passion of hers. She is a CERTIFIED FINANCIAL PLANNER™ certificant and is a Registered Financial Consultant™ with the International Association of Registered Financial Consultants.
Katy lives in Mill Valley with her husband, daughter and golden retriever and serves clients throughout Marin.
Schedule a Free Consultation with Katy
