Katy Song, CFP

Mill Valley, United States

5

1 review

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Description

Specialties

Katy Song Financial Planning provides customized and comprehensive fee-​only planning for families with young children and couples starting their lives together.

History

Established in 2011.

Katy Song Financial Planning was founded by Katy Song, CFP®, to specifically help parents with young children and couples starting their lives together take control of their financial future through pro-​active planning.

Meet the Business Owner

Katy S.

Business Owner

Katy Song has been helping families take control of their financial lives and pro-​actively plan for their future since 2008. As a fee-​only Certified Financial Planning ® practitioner, she offers objective financial advice that is 100% customized to each clients needs and vision for their lives.

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