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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.

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4654 Idaho Street #3, San Diego, CA 92116

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