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


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


This Office

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