Sage Financial Planning – Financial Planner
Run a free full auditContact Information
-
Address
4654 Idaho St
San Diego, CA -
Phone
(619) 432-5078 -
Website
sagefinancialplanning.com -
Facebook page
facebook.com/sagefinancialsd
Location
About Sage Financial Planning – Financial Planner
Sage Financial Planning is a Financial Planner in San Diego, CA. The firm provides wealth management, financial services, and investment management to individuals and business owners. Their specialized services include retirement planning, asset management, insurance planning, and executive compensation for business owners, as well as succession planning for entrepreneurs.
The firm focuses on providing unbiased opinions and strategic wealth planning designed to achieve long-term investment results. Their approach is consultative and collaborative, utilizing a team-based method to develop personalized plans that address current needs while planning for the future in a tax-efficient manner. The advisory team includes Arnie Pechler and Sage Harosia, who work to provide informed direction and professional support to help clients reach their financial goals.
Located on Idaho St, the office is situated near the Academy of our Lady of Peace and Garfield Elementary School. It is a short distance from the Sri Chinmoy Peace Garden and the Garfield Mixed Use Field.
The business maintains thorough, well-documented information online through a well-optimized website that is easily read by search engines.
Sage Financial Planning provides dedicated investment management and strategic wealth planning for the San Diego community.
Services:
- Comprehensive financial wellness plans
- Ethical wealth building
- Fiduciary advice
- Financial independence guidance
- Values-based financial planning
Score Summary
BizScoreAI scanned the website sagefinancialplanning.com on September 17, 2026. Sage Financial Planning - Financial Planner has a BizScore of 55 out of 100.
- AI Visibility35 out of 100
- SEO66 out of 100
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 0 of 25 points, Content Readiness 17 of 30 points, AI Trust Signals 17 of 20 points.
Website audit sub-scores (out of 100): On-Page 64, Technical 82, Performance 67, Content 51.
Strengths: 6 checks passed. AI Crawler Access, AI Content Blocking, AI-Parseable Headings, Meta Description, About/Team Page, XML Sitemap.
Areas to improve: 9 checks. llms.txt (failed), Structured Data (failed), Google Business Profile Link (failed), LocalBusiness Schema (failed), Third-Party Review Links (failed), Hyperlocal Targeting (warning), Local Multimedia (warning), Q&A Content (warning), Author Signals (warning).
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Browse: Businesses in San Diego, CA · Financial Planner in California · Businesses in California
AI engine reads
Read by AI engines 6 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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