Shannon  Fleener,  CFP<sup>&reg;</sup> - Financial Advisor

Shannon Fleener, CFP®

Sage Financial Planning, LLC

4654 Idaho St, Apt 3
San Diego, CA 92116-3192
FINANCIAL ADVISOR'S WEBSITE
(619) 432-5078 CONNECT WITH Shannon
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General

Shannon Fleener is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sage Financial Planning, LLC in San Diego, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Attending College, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Irregular Income, Getting Married, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Starting a Family, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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