Sage Financial Planning
Achievements
Contact Information
-
Address
Financial planner · · 4654 Idaho St, San Diego, CA, 92116 -
Phone
(619) 432-5078 -
Website
sagefinancialsd.com
Location
About Sage Financial Planning
Sage Financial Planning is a financial planner in San Diego, CA, located at 4654 Idaho St. The firm provides fee-only, values-based financial planning services to clients in San Diego and nationwide via virtual meeting platforms. Shannon Fleener, a CERTIFIED FINANCIAL PLANNER™ and fiduciary, leads the practice with over seven years of experience in financial services. The approach emphasizes clear, compassionate guidance without selling products or earning commissions.
Fleener founded the firm to help close the wealth gap and support first-generation wealth builders and underrepresented communities. Her background in social work and education informs an inclusive, people-centered method. The practice focuses on ethical wealth building and financial independence. Clients receive advice aligned with their personal ethics and goals. The firm operates as an advice-only planner, ensuring incentives remain with client success.
The office is open Monday through Friday from 9am to 4pm. Contact is available via phone at (619) 432-5078 or email at [email protected]. Fleener lives in San Diego with her husband, Sebastian, and their two cats, Hendrix and Milo. She is originally from South Florida.
Sage Financial Planning is a financial planner in San Diego, CA. Shannon Fleener provides fiduciary guidance that prioritizes client interests and financial wellness.
Sage Financial Planning sits at 4654 Idaho St in San Diego, near Adams Avenue and Madison Avenue. The office is a short walk from Sri Chinmoy Peace Garden and Garfield Mixed Use Field.
BizScoreAI gives the business a Discoverability score of 100 out of 100, which ensures AI crawlers can find every page of the website so assistants can recommend the firm. The Technical score is 96 out of 100, meaning the site is secure and readable for search engines without errors. The business ranks number 1 of 20 Financial planner businesses that BizScoreAI has scored in San Diego.
Services:
- Comprehensive financial wellness plans
- Ethical wealth building
- Fiduciary advice
- Financial independence guidance
- Values-based financial planning
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