Ira Fateman (BS, CFP®, M.Ed.)
Ira Fateman focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
Planning Specialties
Additional Information
I have an M.Ed. in counseling and practiced as a counselor/therapist previous to entering financial services. For 9 years I was an instructor in the SF State College of Extended Learning. Previously I taught the same classes in the certificate program at UC Berkeley Extension. Our focus at SAS emphasizes creating a framework unique to each client in order to make the best decision possible as Lifestage challenge emerges. We teach client a decision making process to use as life challenges emerge in order to increase their confidence in achieving their life goals.NAPFA Start Date
December 01, 2015
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