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.

NAPFA Start Date

December 01, 2015

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This Office

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