Katy Song

Katy Song has an extensive work experience, starting in 1997 with their role as a Management Associate at the U.S. Department of Commerce. Katy then joined Citi as a Vice President from 2002 to 2007. In 2011, they founded Katy Song Financial Planning, where they provided customized and objective financial planning services for families and couples. In 2017, they worked as an Independent Consultant at SoFi for a year. Currently, they hold the position of Chief Financial Planner at Domain Money, where they offer customized financial planning services to clients.

Katy Song has a diverse educational background. Katy obtained their MBA in Finance, General from the University of California, Berkeley, Haas School of Business from 2000 to 2002. Prior to that, they earned a BA in Global Economics from the University of California, Santa Cruz from 1993 to 1997. In 1995 to 1996, Katy obtained a Certificate in Political Studies from L'Universite de Lyon. Katy completed their high school education at The Taft School from 1991 to 1993. Although it is not specified, Katy also possesses a certification as a Certified Financial Planning Certificant.