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
Meet 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.
Katy previously owned a successful financial planning business, was a consultant at SoFi, held leadership positions within Citi’s Corporate and Investment Banking Division, and more. This diverse experience allows her to offer a comprehensive wealth of knowledge about money management for different situations and at all stages of life.
With over 15 years of expertise, Katy specializes in empowering couples and families with young children to manage their money smarter and live their best lives. As Chief Financial Planner at Domain Money, Katy is dedicated to helping clients stress less about finances and embrace the lifestyle they want by sharing judgment-free financial guidance and clear, simple advice tailored to their life’s milestones. She also offers ongoing coaching sessions to support and help clients stay on track toward their financial goals and take care of all the to-do’s they never get around to.
Outside of work, Katy can be found exploring the world, running by the ocean, and indulging in quality family time.
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.