top of page

Get In Touch

info [at] sagefinancialsd.com

(619) 432-5078

@sagefinancialsd

  • alt.text.label.Instagram
  • Facebook
  • alt.text.label.LinkedIn

sage financial sd 

sage financial

financial planning

financial planner

financial advisor

create a financial plan

how to create a financial plan Sage Financial SD San Diego Financial Planning young professionals financial advice
Work Environment

Sage Financial Business Hours

Mon - Fri: 9am - 4pm

2nd & 4th Fridays: Closed
Sat: Closed
Sun: Closed

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.

4654 Idaho St. San Diego, CA 92116

info@sagefinancialsd.com

  • alt.text.label.Instagram
  • Facebook
  • alt.text.label.LinkedIn
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

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

©2025 by Sage Financial Planning LLC. All Rights Reserved. ADV Part 2A. Privacy Policy. DEI Policy. 

bottom of page