Shannon Fleener is a CFP-designated registered investment advisor at Sage Financial, based in San Diego, CA, with 3 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SFP does not directly manage client investment assets and does not charge fees based on the value of your portfolio. SFP provides investment advice focusing on asset allocation and portfolio optimization recommendations.
Contact
Shannon Fleener
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sage Financial
Previous Registrations
Northstar Investment Advisory LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Hi! I'm Shannon, and I am a bilingual (English/Spanish) CFP® practitioner. I founded Sage Financial Planning LLC with the mission to help early and mid-career professionals better understand and optimize their finances and achieve their life goals. The first step to taking control of your financial future is getting help from a professional with expertise on every angle of your finances, from budgeting, to investing, to how behavior finance impacts your daily decisions around money. I am here to take the financial stress off of your shoulders and guide you towards the life of your dreams through better money systems and decisions.