SAS Financial Advisors
Fee-Only financial planner located in San Francisco, CA, serving clients locally and across the country
I have over 20 years 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.
I also have 30 years experience managing clients’ assets. As a fee only planner I am compensated directly by each client and that is the only compensation I receive. I have a specialty in fixed-income investing, in particular municipal bonds that have tax advantage, safety and provide income. The true value added with my advisory relationships is the power to make better decisions with personal finances and achieve your life goals.
An example of the importance I place on the advisory relationship and communication skills is a class that I developed with a therapist partner offered at UC Berkeley Extension for three years titled “Counseling Skills for Financial Services Professionals.
Currently and for the past 6 years I have taught in the Financial Planning Certificate Program at San Francisco State College of Extended Learning. In addition I have a monthly personal finance column called Money Matters in the “J Weekly” the northern CA Jewish weekly newspaper. Four times per year, as a volunteer for the Hebrew Free Loan Association, I teach classes on personal finances covering topics like budgeting, saving, saving and paying for educational expenses, managing finances for aging parents, planning for retirement and other timely topics.
I earned a B.S. from Cornell University in Industrial and Labor Relations, a M.Ed. in Counseling from Northeastern University and a personal financial planning certificate from UC Berkeley Extension.
Ira Fateman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
We are a boutique practice, with a focus on your needs and goals. We provide investment management and financial planning services. What sets us 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 sale of products or payments from third party vendors. As fiduciaries we are required to act in your best interest. Therefore, we have no financial stake in our recommendations to you. Furthermore, we understand that your 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 with a goal of helping you make better decisions in your personal financial life, in order 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 the country’s 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.
Ira Fateman is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Ira Fateman
50 California St
San Francisco, CA