Ira Fateman
M.Ed., CFP®
SAS Financial Advisors
Senior Partner, Financial Advisor
Ira Fateman
M.Ed., CFP®
SAS Financial Advisors
Senior Partner, Financial Advisor
I am an expert in advising my clients on how to make better decisions. I help them increase their feelings of control over their personal finances to increase their confidence and help them be happier. - Ira Fateman, M.Ed., CFP®
A fee-only financial planner with expertise in behavioral financial planning and investment management available locally in San Francisco, CA and virtually.
Ira Fateman is a San Francisco, CA fee-only financial planner and senior partner at SAS Financial Advisors. SAS Financial Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ira Fateman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
With a background in counseling, Ira’s expertise comes in behavioral finance and client relationships. His knowledge of the stock market allows him to provide investment management advice for clients who desire his help.
Ira Fateman, M.Ed., Certified Financial Planner™ is the Senior Partner and Financial Advisor at SAS Financial Advisors.
I have over 30 years of experience in financial services. In addition to completing the executive certificate in personal financial planning program at UC Berkeley extension and passing the exam to practice as a Certified Financial Planner ™ I have a M.Ed. in counseling. The combination of counseling and financial services enables me to bring a broad set of skills to my clients. I am an expert in advising my clients on how to make better decisions. I help them increase their feelings of control over their personal finances to increase their confidence and help them be happier. I also consider myself a Life Planner meaning I help with decisions that impact your ability to achieve your life goals. I have a broad clientele ranging from families with young children to retirees. I view each client’s unique life and personal finances through my same financial planning framework, so any set of life and financial variables fit into my work.
Ira Fateman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
SAS Financial Advisors is a boutique practice, with a focus on each household’s set of needs and goals. The SAS Advisor Team provides financial planning services and investment management.
Fee-only: What sets SAS apart from many firms is that we are fee-only. We do not earn commissions from insurance or investment products, nor do we accept any payments for the sale of products or payments from third-party vendors.
Fiduciaries: As fiduciaries, all of our advisors are required to act in your best interest. Therefore, our firm has no financial stake in any recommendations made to our clients.
Focus on Financial Planning: Financial success comes not just from a carefully constructed investment portfolio tailored to your risk tolerance and goals. Of equal or more importance is your total financial picture. This includes an emphasis on the financial planning process to help you make better decisions in your personal financial life to help you achieve your life goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Ira Fateman is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Ira Fateman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Ira Fateman Writes Money Matters Column for The Jewish News of Northern California
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Ira Fateman is Quoted in Financial Planning Magazine: "Reduce rate risk with bond ladders"
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Ira Fateman is Founder of the Better Decisions Team
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Ira Fateman is Interviewed by NerdWallet: "What is your background?"
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Ira Fateman Provides Advisor Insights on Business 2 Community: "Don’t Let Healthcare Costs Break Your Bank"
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Ira Fateman Provides Commentary on Kitces.com's Article: "If Planning Is Comprehensive, Why Do We Only Look At One Pie?"
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Ira Fateman Awarded the 2018 Jewish News Readers' Choice Award for Accountant / Financial Services
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Ira Fateman is Quoted on TheStreet.com: "Watch Out For Free-Lunch Investment Seminars"
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Ira Fateman is Quoted on Business Wire: "Institute for Personal Financial Planning Offers Workshops in San Francisco on September 19 and October 17"
Contact Ira Fateman
Office Locations:
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50 California St
Suite 1500
San Francisco, CA 94111
