Family Finances with Katy Song, CFP
With a passion for personal finance, Katy has been working as a financial planner since 2008 and passed the CFP® exam in July 2009. She has expertise in financial planning for families with young children and knows first-hand the challenges and opportunities of raising a family in the Bay Area. Katy has extensive expertise in the area of home affordability and how to support a growing family.
Raised in Rye, New York, Katy moved to California in 1993 to attend the UC Santa Cruz (Go Banana Slugs!). After graduating in 1997 with a BA in Global Economics, honors in her major and Phi Beta Kappa, she worked for the US Department of Commerce in the International Trade Administration. She then attended the Haas School of Business at the UC Berkeley and graduated from the full-time program in 2002. Katy worked for Citigroup’s Investment Banking group for five years and left as a vice president with the birth of her daughter.