Back to Search Favorites List

Sage Financial Planning, LLC

A formal social worker and educator, I pursued a career in financial planning to “Be the Change”. I offer a safe space & values-based planning for progressive folx wanting to plan for their goals while also positively impacting the world around them.
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.
Submit

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.
Submit

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