top of page
Dried herbs, lavender and wheat and a succulent on a wooden table sage financial sd san diego financial planner 92116

sage financial

sage financial sd

sage financial planning

financial planning

financial planner 

financial advisor

create a financial plan

shannon fleener

financial advisor san diego

financial planner north park

Welcome

Romantic Couple Enjoying View sage financial sd san diego financial planner 92116

 Let's Make Your Money Work Harder For You

You don't have to know everything about money, but you do need to know what works best for you. When your money works harder for you, you hit milestones with more ease and strengthen your ability to achieve your goals.

 

Sage Financial helps First Generation Wealth Builders better understand your finances, uncover your financial "Why", and create a realistic financial plan to achieve your life goals. We also teach you how to think about money matters and your priorities, to help you know, feel and do better when it comes to making financial decisions.

 

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:
CFP  certified financial planner shannon fleener cfp financial advisor near me 92129
NAPFA national association of personal financial advisors shannon fleener cfp financial advisor near me 92067
Screenshot 2024-10-17 at 3.35.04 PM.png
XYPN member sage financial sd san diego financial planner 92127 shannon fleener cfp
business for good san diego sage financial sd san diego financial planner 92104 shannon fleener cfp

Sage Financial Planning LLC , dba Sage Financial, is a Registered Investment Advisor with the State of California. All writings, views, expressions, and opinions included in this communication are subject to change and are not to be construed as financial advice.

4654 Idaho St. San Diego, CA 92116

  • alt.text.label.Instagram
  • alt.text.label.Twitter
  • alt.text.label.LinkedIn
proud diverse inclusive accepting welcoming safe space for everyone lgbtq friendly financial planner san diego 92103

Find San Diego Financial Planner Shannon Fleener, CFP® on FINRA BrokerCheck.

©2024 by Sage Financial Planning LLC. All Rights Reserved. ADV Part 2A. Privacy Policy. DEI Policy

bottom of page