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

We offer a full-service continum of personal financial planning services based on both affordability and need. We have no minimums fees; we have no minimum investment assets required. In partnership with San Francisco State, we've also created a DIY (do-it-yourself) educational workshop with like-minded attendees who we help identify financial goals, put personal financial planning, and get questions answered in a community format with accountability tasks and partners. For more information check out www.BetterDecisions.money.

Additional Information

I have an M.Ed. in couseling and practiced as a counselor/therapist previous to entering financial services. I am an instructor in the SF State College of Extended Learning's executive certificate program in personal financial planning. Previously I taught the same classes in the certificate program at UC Berkeley Extension. Currently I offer workshops and classes in partnership with SF State CEL for do it yourself financial planning. The workshops include an all day introductory workshop on Saturdays. We plan to offer 2 hour workshops at SF State CEL targeted at specific personal financial planning subjects such as Marriage and Money, Pre-retirement Planning, Saving funds Education Expenses, Budgeting, Spending and Creating Positive Cash Flow, Retirement Planning and many more.