
Welcome to
Sage Financial
Advice-Only financial planning that helps you
know, feel and do better with your money.
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sage financial sd
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shannon fleener
financial advisor san diego
financial planner north park
Empower Your Financial Future
You don't have to know everything about money, but you do need to know what works best for you.
At Sage Financial, we believe that everyone deserves a chance to build wealth and achieve financial freedom. Our mission is to create a safe and welcoming space for first-generation wealth builders and values-led folx to explore their financial journeys without judgment. Let’s work together to transform your financial story and close the wealth gap.
Financial planning is a key building block to designing the life of your dreams, and we look forward to working alongside you to get you there.
sage financial
sage financial sd
sage financial planning
financial planning
financial planner
financial advisor
create a financial plan
Our Communities
Sage Financial is a proud member of:
