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Katy Song, CFP®

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

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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.

Financially Fearless: A Tech Mom's Money Guide
By Katy Song
Financially A Tech Mom's Guide to Money takes you on a journey of discovering what matters most to you and how to best use your financial resources to live the life you want. Detailed discussions on how to optimize your balance sheet, master your cash flow, and save and invest with intent, and check your To Do's off your list are paired with client stories to give you real world examples on how this type of financial planning can change your life. This definitive guide covers everything you need as a mom on how to balance all the financial balls you juggle and enjoy the process. Remember... time is finite. Your money is not.
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Clients love Katy
Hear from people who have changed their financial lives

“Katy Song was exactly who my wife and I were looking for. She's a fee-only financial advisor that was able to create a detailed plan for us that gave us peace of mind as we embarked on purchasing our first home. She's down to earth and able to simply convey complex concepts so that you're able to understand your entire financial picture with ease. We did her one-page plan and it was the exact level of detailed that we craved. I've recommended her to friends who also had a great experience.”

- Jeff R.

“Working with Katy was an excellent experience. We dug into our savings, expenses, college planning and retirement planning. She was very straight forward and unbiased in her assessment and advice. We will continue to work with her.”

- Erik P.

“Katy is a rockstar, down to earth financial planner. She worked with us before our first child was born in getting organized and streamlined with our big picture finances. With her guidance, in less than a year, our net worth increased by 8%! She's very flexible with meetings and even made house calls because of our young baby. I'm a financial coach and have recommended her services to many local clients. Can't say enough about how grateful I am to have found Katy.”

- Carrie B.

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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