Sage Financial Planning

Sage Financial Planning is a financial planner in San Diego, CA. Shannon Fleener, the founder, is a Certified Financial Planner with over seven years of experience in financial services. She provides fee-only, advice-only guidance without selling products or earning commissions. Her approach is values-based, focusing on helping clients build ethical wealth and achieve financial independence. The firm serves clients in San Diego and nationwide via virtual meeting platforms, with a specific focus on first-generation wealth builders and underrepresented communities.

Fleener’s background in social work and education shapes her inclusive, people-centered approach to financial planning. She founded the firm to address the stress of financial uncertainty, drawing from her own experience growing up in a low-income household. The practice acts as a safe space for clients to gain clarity and confidence over their financial futures. Services include creating financial plans that align with both personal goals and ethical values. The firm operates Monday through Friday from 9am to 4pm.

The office is located at 4654 Idaho St, San Diego, CA. It sits about a tenth of a mile from Adams Avenue and Madison Avenue. The Sri Chinmoy Peace Garden is located about two-tenths of a mile away. Nearby schools include Academy of Our Lady of Peace and Garfield Elementary School, both within three-tenths of a mile. The Garfield Mixed Use Field is also located about three-tenths of a mile from the office.

Services:

• Comprehensive financial wellness plans
• Ethical wealth building
• Fiduciary advice
• Financial independence guidance
• Values-based financial planning