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I founded Sage Financial with the belief that everyone deserves financial wellness and the opportunity to build a life that feels both secure and meaningful.​​
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Navigating your financial journey shouldn't feel overwhelming or out of reach. As a fee-only CERTIFIED FINANCIAL PLANNER™ and fiduciary, I have one job: to serve your best interests. No products to sell. No commissions to earn. Just clear, compassionate guidance to help you get (and stay) on track for your goals.​
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With thoughtful, values-based financial planning, we'll take the guesswork out of your financial life. You'll finally understand what's actually working, what needs attention, and exactly what to do next — so you can stop second-guessing and focus on building a beautiful and joyful life.
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San Diego's Advice-Only Financial Planner
sage financial
sage financial sd
sage financial planning
financial planning
financial planner
financial advisor
create a financial plan
What Makes Sage Financial Different?
Fiduciary, always. I'm legally and ethically
bound to put your interests first, and I commit to acting in good faith at all times.
Values-based planning. Your money should reflect what you care about most. We build a plan in alignment with both your goals & ethics.
Advice-only. I don't sell products or earn commissions. My only incentive is your financial wellness, security and success.
Inclusive & welcoming. Sage Financial is a safe space for all — especially first-generation wealth builders and other underrepresented communities.
Our Communities
Sage Financial is a proud member of:
