Shannon Fleener, CFP®
Sage Financial Planning
BIO
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.
Website
https://www.sagefinancialsd.com/
Phone
(619) 432-5078
Address
4654 Idaho St.
San Diego, CA 92116
Hello! I’m Shannon, a bilingual (Eng/Spn) Advice-Only CFP® practitioner. I’m here to help you create a clear path towards your life goals and a sense of financial freedom through values-aligned financial planning.
I have worked with clients across a variety of career fields, from tech and solopreneurs to educational institutions, such as the UC system and public employees working for federal, state and local governments.
My clients come from all walks of life, and I am particularly passionate about supporting those typically left out of money conversations and economic power, eg. women and BIPOC. I specialize in working with first generation wealth builders, like myself, who want to change their financial family trees, as well as those who want to go above and beyond reaching financial freedom for themselves to invest responsibly, support their communities in creative and meaningful ways, and to help close the wealth gap.
I’m here to help you know, feel and do better with your money, and to help you make your money work harder for you in support of your goals, the life you want for yourself, and the impact you want to have on the world around you.
Examples of who I work well with:
- First Generation Wealth Builders
- Progressive professionals and investors interested in socially responsible investing
- FI/RE aspirers
- Individuals, couples, LGBTQIA and non-traditional households
- Tech employees & employer equity recipients
- Small business owners
I work with clients in San Diego, as well as nationwide via virtual meetings. Y hablo español tambien 🙂
Interested in working together? Please visit my website for more information and to schedule an introductory appointment: www.sagefinancialsd.com