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About Sage Financial

You don't have to know everything about money but you do need to know what works best for you. When your money works harder for you, you effectively empower yourself to create the life of your dreams. As a bilingual (English/Spanish) Advice-Only CFP® practitioner, I help First Generation Wealth Builders know, feel and do better with their finances. Together we gauge where you are today in your financial journey, and then work to organize and optimize your finances and relieve stress around money. Together we'll take care of the important things, and set them on a steady path towards their goals and the life that they want for themselves. An effective financial plan is an investment in yourself and your future, ensuring long-term financial security, success and, ultimately, financial freedom. My clients come from all life stages, and I am particularly passionate about working with those typically left out of money conversations, such as women and BIPOC First Generation Wealth Builders. I work with financial planning clients in San Diego as well as nationwide via virtual meeting platforms. Sage Financial is a proud safe and welcoming space for all, and our virtual door is always open.

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