Sage Financial Planning

About

Hello! I'm Shannon, a bilingual (Eng/Spn) Advice-Only CFP® professional and fiduciary advisor. 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.

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, 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 with:

• First Generation Wealth Builders
• Progressive, impact-oriented professionals, consumers and investors
• Individuals, couples, LGBTQIA and non-traditional households
• Working professionals & solo business owners
• Tech employees & employer equity recipients
• Charitably inclined folks
• FIRE aspirers
• Spanish speakers & First-Generation Americans

I work with clients in San Diego, as well as clients nationwide via virtual meetings.

Interested in working together? Please visit my website for more information and to schedule an introductory appointment: www.sagefinancialsd.com