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Background

Hi! Originally from South Florida, I now happily call San Diego home with my partner of 11 years, Sebastian, and our two cats, Hendrix and Milo. I firmly believe that everyone deserves competent financial advice and opportunity for upward mobility. As a bilingual (English/Spanish) Advice-Only CFP® practitioner and advocate for accessible financial planning, I am dedicated to creating a safe and inclusive space for my clients to receive meaningful financial guidance and start taking more control of their financial futures. 

​I am passionate about using my expertise to help people feel confident about their finances, achieve financial freedom, and design lives they truly love. Over the years, I have worked with hundreds of diverse clients across the country, including:

  • First Generation Wealth Builders who want to know, feel and do better with their money

  • Progressive professionals who want to make conscious choices as consumers and investors

  • Early savers who want to reach FI/RE (Financial Independence/Retire Early)

  • Public and other highly-benefitted employees who want to maximize their employees benefits

  • Small business owners who want financial stability and to maximize self-employed planning opportunities 

  • Tech professionals who want guidance on their equity compensation in a tumultuous field

My "Why"

Raised in a low-income household, I experienced firsthand the constant stress that financial uncertainty brings. I didn’t want money to be a source of worry anymore, and this motivation sparked my early passion for financial planning. Becoming a CFP® professional allowed me to turn my passion into a service with purpose: empowering others to achieve financial wellness and work towards their financial independence. Financial peace of mind isn’t a luxury; it is something we all deserve. That’s why I founded Sage Financial- to support First-Generation Wealth Builders and progressive professionals in understanding their finances and making informed and meaningful choices with their money, in pursuit of building the lives they want for themselves.

 

Whether you are in San Diego or anywhere across the U.S., I’m here to help. Through virtual platforms and personalized planning, I provide the expertise, practical tools, and a deep understanding of your values and priorities to guide you towards reducing financial stress, reaching goals, and enjoying long-term financial security, success and, ultimately, freedom. Let’s work together to build a future you feel great about.

Fun Facts

  • Sebastian and I are avid national park adventurers. We have been to 18 parks to-date and aim for a few visits and at least one new park per year with our America the Beautiful pass. 

  • I lived in Madrid for two years, the first for graduate school and the second to teach English and travel. That second year, my second home was in a plane, train or bus as I visited 22 new European and North African cities.

  • When I'm not nerding out on financial planning, I spend my time boxing and kickboxing, playing volleyball, researching travel deals, picnicking with my partner in the San Diego sunshine, and reading good books with my cats by my side.

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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

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

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