Katy Song Financial Planning

Katy Song Financial Planning (CRD# 158288) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Katy Song Financial Planning
Showing 1 - 1 of 1 top financial advisors.
Kathryn D. Song
CRD#: 4592147
Mill Valley, CA

Kathryn Song (CRD# 4592147) is an Investment Advisor Representative working at Katy Song Financial Planning in Mill Valley, CA and has over 15 years of experience in the finance industry. Kathryn Song has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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