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.

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. To be First Gen in this sense means to not have been raised in a family with much money, and to be supporting oneself through W2 employment and/or self-employment.

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

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.

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 a no-cost introductory meeting: www.sagefinancialsd.com.