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Katy Song Financial PlanningFinancial advisor in Mill Valley, CA

Katy Song Financial Planning is a financial advisor at 34 Meadow Dr, Mill Valley, CA 94941, ranked #41 of 265 financial advisors in Mill Valley and rated 5.0 from 5 Google reviews. Open Monday to Wednesday and Friday and Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Mill Valley, CAUpdated 0 paid placements in any rankingHow we rank

Call (415) 272-3083Website ↗

Key facts

Key facts about Katy Song Financial Planning
Address34 Meadow Dr, Mill Valley, CA 94941Get directions
Phone(415) 272-3083
Websitekatysong.com
HoursMonday to Wednesday: 9 AM – 5 PM; Friday and Saturday: 9 AM – 2 PM
Google rating5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Mill Valley and 11 towns within 25 miles: Tamalpais-Homestead Valley, Larkspur, San Rafael, San Anselmo, Richmond, Chinatown, San Pablo, San Francisco, El Cerrito, Mission District and Noe Valley.

Based in Mill Valley, CAView on map

Opening hours

Opening hours for Katy Song Financial Planning
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
ThursdayClosed
Friday9 AM – 2 PM
Saturday9 AM – 2 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about Katy Song Financial Planning

How is Katy Song Financial Planning ranked in Mill Valley?

Katy Song Financial Planning is ranked #41 of 265 financial advisors in Mill Valley by RFA Score, with 62 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Katy Song Financial Planning’s hours?

Katy Song Financial Planning is open Monday to Wednesday and Friday and Saturday. Its listed hours are Monday to Wednesday, 9 AM – 5 PM; Friday and Saturday, 9 AM – 2 PM. On Saturdays it is open 9 AM to 2 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Katy Song Financial Planning serve?

Serves Mill Valley and 11 towns within 25 miles: Tamalpais-Homestead Valley, Larkspur, San Rafael, San Anselmo, Richmond, Chinatown, San Pablo, San Francisco, El Cerrito, Mission District and Noe Valley. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Katy Song Financial Planning?

Katy Song Financial Planning has a rating of 5.0 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Katy Song Financial Planning?

Call Katy Song Financial Planning on (415) 272-3083. The business is at 34 Meadow Dr, Mill Valley, CA 94941. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Katy Song Financial Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Katy Song Financial Planning (this business)—625.0 (5)YesNo
Alberto J Fuentes Perez: Primerica - Financial Services#39625.0 (17)——11.8 mi
LampPost Planning#40625.0 (34)NoNo22.0 mi
John C Blecka CPA#42625.0 (7)——2.8 mi

See all 265 ranked financial advisors in Mill Valley