# Katy Song Financial Planning, Inc.

Katy Song Financial Planning, Inc. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://katysongfinancialplanning.com

## Regulatory record

- **CRD number:** 158288
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158288

## About

Katy Song Financial Planning provides fee only financial advice for young professionals, couples and families. Katy Song, CFP®, is CEO and Founder and helps young professionals, couples and families with young children stress less about money and live more. Over the past 17 years, she has guided more than 800 clients toward clarity, confidence, and financial freedom through judgment-free, actionable advice tailored to life’s milestones.

## Sectors

- young professionals, couples and families

## People

- Katy Song — CFP®, CEO and Founder

## Questions

### Who runs investment decisions at Katy Song Financial Planning, Inc.?

No named principals or investment decision-makers have been publicly disclosed for this firm. The firm does not appear in major industry directories or publications. Its governance structure remains opaque.

### Does Katy Song Financial Planning, Inc. have any named portfolio companies or deals?

No portfolio companies, deals, or co-investments have been publicly attributed to the firm. The firm's investment activity, if any, is not traceable from available sources.

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- [Grandeur Peak Global Advisors](https://altss.com/profile/grandeur-peak-global-advisors)
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Last updated: 2026-08-11T15:07:12.582Z

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