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Client & Prospective Client Referrals

Shannon Referral Sheet: refer a client or prospective client to Shannon Fleener, CFP® for financial planning help San Diego
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

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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.

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