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Shannon Joann Fleener

Sage Financial

San Diego, CA

CRD 7553763

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Employer firm

Sage Financial CRD 328149

32 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Sage Financial

San Diego, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-09
  • CA RA
    APPROVED
    Since 2025-01-09

Branch Locations

San Diego, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northstar Investment Advisory Llc San Diego CA 04/2022 07/2023
San Diego Housing Commission San Diego CA 01/2019 12/2021
City Heights Prep San Diego CA 10/2017 07/2018
Catholic Charities San Diego CA 02/2016 10/2017
Unemployed San Diego CA 07/2018 01/2019
Career Break San Diego CA 01/2022 04/2022
Sage Financial Planning, Llc San Diego CA 07/2023 Present
  • 04/2022 → 07/2023
    Northstar Investment Advisory Llc
    San Diego, CA
  • 01/2019 → 12/2021
    San Diego Housing Commission
    San Diego, CA
  • 10/2017 → 07/2018
    City Heights Prep
    San Diego, CA
  • 02/2016 → 10/2017
    Catholic Charities
    San Diego, CA
  • 07/2018 → 01/2019
    Unemployed
    San Diego, CA
  • 01/2022 → 04/2022
    Career Break
    San Diego, CA
  • 07/2023 → Present
    Sage Financial Planning, Llc
    San Diego, CA
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Shannon Joann Fleener

View on SEC IAPD

More in San Diego, CA

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