SAS Financial Advisors
Senior Partner, Financial Advisor
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Ira Fateman is a NAPFA-Registered Financial Advisor
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.
Ira Fateman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Contact Ira Fateman
50 California St
San Francisco, CA 94111