Shannon Fleener

Shannon Fleener

Founder and Financial Planner
San Diego, California, United States

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Work Experience

Sage Financial Planning, LLC

Founder and Financial Planner

2023-07-01 - Present

Northstar

Financial Planner

2022-04-01 - 2023-07-01

San Diego Housing Commission

Housing Specialist

2019-01-01 - 2021-12-01

City Heights Prep

Community Outreach Coordinator

2017-11-01 - 2018-07-01

Catholic Charities of San Diego

Case Manager

2016-02-01 - 2017-11-01

Colegio Hipatia

Bilingual Educator

2013-09-01 - 2015-06-01

Skills

personal finance financial advising financial wellness financial freedom financial plan financial advisor cfp behavioral finance financial planner financial planning

Languages

No Languages Available