Hello! I'm Shannon, a bilingual (Eng/Spn) Advice-Only CFP® practitioner. I'm here to help you reach financial freedom and achieve your version of wealth.

I have worked with clients from a variety of career fields: tech employees working for everything from Series A start-ups to Fortune 500 companies such as Zoom, Snap and Workday, educational institutions such as the University of California (UC) system, public employees working for government or public agencies, and small business owners.

I specialize in working with First Generation Wealth Builders. While a broad term, to be First Gen in this sense means to come from a working or middle-class family and to want to change your financial family tree. You want to know, feel and do better with your money than those who came before you. I firmly believe that financial peace of mind isn’t a luxury; it is something we all deserve.

I also specialize in serving progressive professionals and investors. This includes folks who work in helping professions, volunteer, are charitably inclined, and/or who are working towards their own financial independence in order to be able to do more of these things in time.

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 values. Together, we'll ensure that you are on track for your goals and are more confident with your financial decisions moving forward.

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