Sage Financial Planning

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San Diego, CA 92116
+1 (619) 432-5078
http://www.sagefinancialsd.com

Sage Financial Planning is a Registered Investment Advisor based in San Diego, CA, dedicated to helping early and mid-career professionals understand their current financial situation and create a realistic plan to achieve their future goals. With a focus on empowering individuals to make better financial decisions, Sage Financial aims to alleviate financial stress and anxiety, allowing clients to pursue a life of joy and fulfillment.

As a proud member of Sage Financial Planning LLC, Sage Financial is committed to providing personalized financial planning services, offering expertise in areas such as financial planning, investment management, and retirement planning. With a team led by Shannon Fleener, CFP, clients can trust in the knowledge and experience of a qualified financial planner to guide them towards the life of their dreams.

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5.04 reviews
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Anin I.
3/28/2024

Sage 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...

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Bertha R.
3/15/2024

Meeting 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...

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Gustavo L.
10/17/2023

Working 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...

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Niki K.
10/18/2023

Shannon 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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