Sage Financial Planning, LLC

Hi, I'm Shannon, a bilingual (English/Spanish) CFP® practitioner and the owner and Principal Financial Planner for Sage Financial. I help professionals under 50 know, feel and do better with your money in order to find that sweet balance between planning for your needs and long-term goals, and enjoying your life today.
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Advisors at this Office

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This Office

4654 Idaho St. #3 San Diego, CA 92116 Phone: (619) 432-5078

Primary Office

4654 Idaho St. #3 San Diego, CA 92116 Phone: (619) 432-5078