Viewpoints

How Katy Song's time in West Africa made her a better financial planner

Lilly Riddle / Mar 28, 2025
Song, the chief financial planner at Domain Money, spoke to Citywire about how working for the Department of Commerce in Côte d'Ivoire earlier in her career has informed her approach to client service.
Advisors who find their way to the wealth management business from other walks of life often say their prior experiences help them forge better connections with clients and understand different perspectives on what is valuable in life. That rings doubly true for advisors who join not only from outside the industry, but from the other side of the world.
Take Domain Money chief financial planner Katy Song. Before she entered the finance industry as an investment banker, she was working abroad in Côte d’Ivoire, a former French colony in West Africa, for the US Department of Commerce.
She was there conducting a field study on whether the US should subsidize overseas markets, with a particular focus on matchmaking between Bay Area businesses and West African ones. It was a role she’d started while still in college at the University of California, Santa Cruz.
Song said the position, which turned into a full-time job working for the Clinton administration after she graduated, gave her a newfound...
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