Shannon Fleener

Hello! I'm Shannon, a bilingual (Eng/Spn) Advice-Only CFP® practitioner, and 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, First Gen Americans and Immigrants

• Progressive professionals interested in ESG & 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.

Please visit my website for more information and to schedule an introductory appointment: www.sagefinancialsd.com. Reach out, and let's get to work.

Financial peace of mind isn’t a luxury; it is something everyone deserves. Financial wellness is a foundational part of the work we will do together, building your knowledge and confidence as we build your financial plan.

Your money can also work harder for you while doing good for the world around you. I offer values-based financial planning to help you both build the life you dream of for yourself and make your money have a positive impact on the world around you.

I became a financial planner to "be the change" in financial services. I believe in the power of money as a tool to enjoy more of what truly matters in life, to support our goals and dreams, our loved ones, and our communities.