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Sage Financial
sage financial sd
Meet the Founder
Originally from South Florida, I now happily call San Diego, CA home with my husband, Sebastian, and our two cats, Hendrix and Milo. I am a CFP® professional with over 7 years of experience in financial services, recognized for my dedication to making financial advice accessible and for my commitment to closing the wealth gap.
My early background in social work and education shapes the inclusive, people-centered approach I bring to financial planning. I’m known for offering warm, thoughtful guidance and for creating a safe, welcoming space where clients can gain clarity, confidence, and a stronger sense of control over their financial futures.
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My Why
Financial peace of mind shouldn't be a luxury- it is something we all deserve. Raised in a low-income household, I experienced firsthand the stress that financial uncertainty can bring. The motivation to ensure money would no longer be a source of worry 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 and a sense of financial freedom.
I founded Sage Financial to help close the wealth gap by supporting both First-Generation Wealth Builders and values-driven individuals who care deeply about creating positive change. My clients are often those who not only want to build stability and freedom for themselves, but who also seek to make a broader impact—whether through charitable giving, community involvement, or other efforts that promote financial equity. Through clear, compassionate guidance, I aim to help people use their resources intentionally to build wealth with purpose and contribute to a more equitable financial future for all.
Whether you are in San Diego or anywhere across the country, I’m here to help through virtual meetings and personalized planning. I provide the expertise, practical tools, and deep understanding of your values and priorities to guide you towards reducing financial stress, reaching your goals, and enjoying lasting financial wellness, security and freedom. Let’s work together to build a future you feel great about.
Fun Facts About Shannon
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 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.
Mission
Close the wealth gap.
Challenge capitalism.
Make financial wellness universal.
approach
I believe in providing a safe space to help you achieve your dreams while living a financially ethical life.
We'll work together to create personalized strategies crafted to align with your values and goals, ensuring that you feel empowered and informed throughout the process.
Core Values
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Integrity
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Transparency
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Community
Process
First we deep dive into your core values, goals, priorities, and financial health.
Then we work together to fill gaps, meet your needs, and get you on track for your goals.
