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Shannon Fleener (CFP®)

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

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)

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 www.sagefinancialsd.com.

NAPFA Start Date

September 25, 2023

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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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Download vCard
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
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