Shannon Fleener, CFP®
Financial Planner for First Gens and Progressives in San Diego, CA
Hi! Originally from South Florida, I now happily call San Diego home with my partner of 11 years, Sebastian, and our two cats, Hendrix and Milo. I firmly believe that everyone deserves competent financial advice and opportunity for upward mobility. As a bilingual (English/Spanish) Advice-Only CFP® practitioner and advocate for accessible financial planning, I am dedicated to creating a safe and inclusive space for my clients to receive meaningful financial guidance and start taking more control of their financial futures.
I am passionate about using my expertise to help people feel confident about their finances, achieve financial freedom, and design lives they truly love. Over the years, I have worked with hundreds of diverse clients across the country, including:
- First Generation Wealth Builders who want to know, feel and do better with their money
- Progressive professionals who want to make conscious choices as consumers and investors
- Early savers who want to reach FI/RE (Financial Independence/Retire Early)
- Public and other highly-benefitted employees who want to maximize their employees benefits
- Small business owners who want financial stability and to maximize self-employed planning opportunities
- Tech professionals who want guidance on their equity compensation in a tumultuous field
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