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Sage Financial PlanningFinancial advisor in San Diego, CA

Sage Financial Planning is a financial advisor at 4654 Idaho St, San Diego, CA 92116, ranked #44 of 87 investment advisors in San Diego and rated 5.0 from 9 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Diego, CAUpdated 0 paid placements in any rankingHow we rank

Call (619) 432-5078Website ↗

Key facts

Key facts about Sage Financial Planning
Address4654 Idaho St, San Diego, CA 92116Get directions
Phone(619) 432-5078
Websitesagefinancialsd.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 9 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Investment Advisorsadditional Google category

Service area

Serves San Diego and 11 towns within 25 miles: Coronado, Lemon Grove, National City, La Mesa, Spring Valley, La Presa, Chula Vista, Bonita, Casa de Oro-Mount Helix, La Jolla and El Cajon.

Based in San Diego, CAView on map

Opening hours

Opening hours for Sage Financial Planning
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Sage Financial Planning

How is Sage Financial Planning ranked in San Diego?

Sage Financial Planning is ranked #44 of 87 investment advisors in San Diego by RFA Score, with 60 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Sage Financial Planning’s hours?

Sage Financial Planning is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Sage Financial Planning serve?

Serves San Diego and 11 towns within 25 miles: Coronado, Lemon Grove, National City, La Mesa, Spring Valley, La Presa, Chula Vista, Bonita, Casa de Oro-Mount Helix, La Jolla and El Cajon. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Sage Financial Planning?

Sage Financial Planning has a rating of 5.0 from 9 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Sage Financial Planning?

Call Sage Financial Planning on (619) 432-5078. The business is at 4654 Idaho St, San Diego, CA 92116. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Sage Financial Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Sage Financial Planning (this business)—605.0 (9)NoNo
Next Gen Financial Planning#42605.0 (9)NoNo1.6 mi
Reyes Financial Architecture, Inc.#43604.8 (10)NoNo8.9 mi
Fidelity Investments - Rancho Bernardo#45604.6 (10)NoNo17.7 mi

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