About Me
Hi, I'm Shannon, a bilingual Advice-Only CFP® practitioner. I'm here to help you get on track for your goals, work towards financial freedom, and build ethical personal wealth with better banking, investing, and charitable giving strategies.
You deserve to live the life that you want for yourself, and to be able to make your money work harder for you and your community. Together, we'll ensure that you are on track for your goals and are more confident with your financial decisions moving forward.
I have worked with clients from a variety of backgrounds and career fields. A few examples: First Gens (as I am myself), LGBTQ+ individuals and couples, multicultural households, tech employees from Series A start-ups to Fortune 500 companies, educational institutions such as the University of California (UC) system, public employees working for government or public agencies, educators, and small business owners. What draws my clients to me is a shared value set and mutual desire to overcome the individualistic and capitalist system we live in.
I work with clients in San Diego, as well as clients nationwide via virtual Zoom meetings.
Interested in working together? Please visit my website for more information and to schedule an introductory appointment: www.sagefinancialsd.com
Mission Statement
I firmly believe that financial peace of mind isn’t a luxury; it is something we all deserve. I also believe that our money can work harder for all of us while doing better for those around us. I offer ethical, values-based financial planning to help you build the life you want for yourself while also making the world a little bit better along the way.