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Many assume that those who are skilled in high finance are also experts in personal finance and managing their own money. But NOTHING could be further from the truth! We sat down with Katy Song, a former Investment Banker and published author, who is the Chief Financial Planner for Domain Money (a new financial planning company that is revolutionizing the approach to personal finance) to understand the role and career path of a financial planner, explore the different challenges people face when it comes to managing their own money, and drill down into the specific advice she gives to clients looking to build wealth and accomplish their goals.
Book a consultation session with Katy here:
https://calendly.com/katysong/initial-consultation?month=2024-05
Access additional information and resources (including Katy's book, "Fear Less") here: https://www.domainmoney.com/advisors/katy-song
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.
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.
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