Here to help you build your dream life and ethical wealth with values-based financial planning, Shannon Fleener, CFP® (Certified Financial Planner™) is here to help you achieve your goals with confidence and peace of mind. She has worked with clients across a variety of career fields, from tech and solopreneurs to educational institutions, such as the UC system and public employees working for federal, state and local governments. Her clients come from all walks of life; she specialize in working with first generation wealth builders, like herself, who want to change their financial family trees, as well as those who want to balance working towards financial independence for themselves with investing responsibly, supporting their communities in creative and meaningful ways, and making their money mean something.
Website: sagefinancialsd.com
Phone: (619) 432-5078
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San Diego, CA 92116 ·2154.76 mi
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Reviews
yelpMeeting with Shannon has given me so much peace. I did not know anything about financial planning and honestly felt embarrassed when I met with Shannon. But meeting with Shannon made me feel...
MoreShannon at Sage Financial is amazing! She has helped build our financial confidence and knowledge. She has shown nothing but support. Shannon has helped us work toward and reach financial goals....
MoreSage financial has been such a financial relief!! I've never worked with a financial planner because I thought I was managing my finances pretty well, compared to most, but I still couldn't...
MoreWorking with Shannon and Sage Financial Planning was incredible. I had never worked with a financial planner before and I always felt hesitancy and was intimidated by finances. Shannon made the...
MoreShannon at Sage Financial Planning helped me weigh options for my retirement planning. Shannon is knowledgeable, compassionate, and really listened to my goals. I feel confident that I was able to...
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