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

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


This Office

50 California St Ste 1500 San Francisco, CA 94111-4612 Phone: (415) 277-5955