top of page
Search
Sunlit Mountain Landscape

Sign up for the Sage Money newsletter 📚

Subscribe now for priority access to timely financial education, news and best practices, published monthly on the first Wednesday of each month.

Thanks for submitting!

sage financial san diego financial planner 92116 advice-only fee-only cfp advisor

Sage Financial Planning LLC , dba Sage Financial, is a Registered Investment Advisor with the State of California — a certified, trusted financial advisor dedicated to ethical and values-based financial planning for clients nationwide. All writings, views, expressions, and opinions included in this communication are subject to change and are not to be construed as financial advice. Work with Shannon Fleener, CFP®,  a San Diego Financial Planner and Fiduciary Financial Advisor, for personalized financial advice for your situation.

www.sagefinancialsd.com

4654 Idaho Street #3, San Diego, CA 92116

Contact Us

proud diverse inclusive accepting welcoming safe space for everyone lgbtq friendly financial planner san diego 92103 sage financial san diego financial planner 92116 advice-only fee-only cfp advisor
  • alt.text.label.Instagram
  • Facebook
  • alt.text.label.LinkedIn

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

©2026 by Sage Financial Planning LLC. All Rights Reserved. ADV Part 2A. Privacy Policy. DEI Policy. 

bottom of page