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

Additional Information

I have an M.Ed. in counseling and practiced as a counselor/therapist previous to entering financial services. For 9 years I was an instructor in the SF State College of Extended Learning. Previously I taught the same classes in the certificate program at UC Berkeley Extension. Our focus at SAS emphasizes creating a framework unique to each client in order to make the best decision possible as Lifestage challenge emerges. We teach client a decision making process to use as life challenges emerge in order to increase their confidence in achieving their life goals.