About

Hello! I'm Shannon, a bilingual (Eng/Spn) Advice-Only CFP® practitioner. I'm here to help you create a clear path towards your life goals and a sense of financial freedom.

I have worked with clients across a variety of career fields, from tech companies such as Zoom and Snap and educational institutions such as the UC system, to public employees working for federal, state and local governments and self-employed solopreneurs. My clients come from all walks of life, and I am particularly passionate about supporting those typically left out of money conversations and power, eg. women and BIPOC.

I specialize in working with First Generation Wealth Builders, like myself. A broad term, to be a First Gen in this sense means to come from a working or middle-class family and be supporting oneself through W2 work or self-employment. I myself was raised very low-income and was tired of the financial stressors we constantly faced. I joined the Financial Independence (FI) movement early on and doing financial planning each day and helping others overcome economic and societal barriers to upward mobility is indeed my dream life.

You deserve to live the life that you want for yourself. I'm here to help you know, feel and do better with your money and help you make your money work harder for you so that you can make that happen. Together, we'll ensure that you feel better and more confident with your money moving forward.

Examples of Who I Serve:

- First Generation Wealth Builders

- Individuals and Couples

- Working professionals

- FIRE Aspirers

- Tech Employees & Employer Equity Recipients

- Spanish Speakers & First Generation Americans

- Progressive Impact-Oriented Professionals, Consumers and Investors

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.