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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.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Shannon Fleener, CFP®
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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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