Shannon Fleener (CFP®)

Shannon Fleener focuses in the
following client markets or areas of practice:

  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Millennials
  • Novice Investors
  • Women's Financial Planning Issues

Planning Specialties

Services I Provide: - Holistic Financial Planning (Flat Fee) - Narrow-Scope Financial Advice (Hourly Fee) Who I Serve: - Women and Couples - Tech Employees - Employer Equity Recipients (RSU/PSUs, ISO/NSOs, ESPP, SARs) - Young Professionals (Millennial and Gen Z) - FIRE Aspirers - First-Generation Wealth Builders - Spanish Speakers - Values Based Investors (ESG/SRI) I work with clients in San Diego either virtually or in-person, as well as with clients nationally via virtual meetings. I work with clients in most states.

Additional Information

Hi! I'm Shannon, and I am a bilingual (English/Spanish) CFP® practitioner. I founded Sage Financial Planning LLC with the mission to help early and mid-career professionals better understand and optimize their finances and achieve their life goals. The first step to taking control of your financial future is getting help from a professional with expertise on every angle of your finances, from budgeting, to investing, to how behavior finance impacts your daily decisions around money. I am here to take the financial stress off of your shoulders and guide you towards the life of your dreams through better money systems and decisions. Simply put, I help you know, feel and do better with your money. I provide the financial planning expertise and tools to relieve stress around money, guide you on a path towards your goals, to set you up for long-term financial success and, ultimately, to reach financial freedom. My clients come from all walks of life but I am particularly passionate about working with those typically left out of money conversations, such as women, people of color, and first generation wealth builders. Sage Financial SD is a proud safe and welcoming space for all. I always welcome the opportunity to connect during a free consultation. You are welcome to book us some time right on my calendar through my website

NAPFA Start Date

September 25, 2023


This Office

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