Sage Financial Planning

Services Offered

• values-based financial planning
• financial planning for first-generation wealth builders
• community-conscious financial planning

About

Sage Financial Planning is a woman-owned financial planning firm located in San Diego, California. The firm offers values-based financial planning services, focusing on helping clients understand and improve their financial situations. As a Certified Financial Planner (CFP®), Shannon Fleener specializes in working with first-generation wealth builders and community-conscious individuals. Sage Financial Planning serves clients in San Diego and nationwide, providing a safe space for all clients to reshape their financial futures.

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Business Information