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Ira Fateman

CFP, M.Ed.
Personal Finance, Retirement, Investing
“Ira is a CERTIFIED FINANCIAL PLANNER™ offering comprehensive fee-only financial planning and investment management through SAS Financial Advisors, LLC. He also has an M.Ed. in counseling, which he uses extensively in building and managing his client relationships.”

SAS Financial Advisors, LLC

Job Title:



Ira has over 20 years of experience in the financial services industry. He provides both financial planning and investment management services with an emphasis on using his counseling skills to build and mange relationships. Thus, Ira is able to improve his clients’ abilities to make better decisions. Ira also started a business to focus on providing financial planning skills to working families and individuals called the Institute for Personal Financial Planning, LLC which can be found online at www.betterdecisions.money. They offer workshops for DIY personal financial planning in partnership with SF State College of Extended Learning in downtown San Francisco.


BS, Industrial and Labor Relations, Cornell University
M.Ed., Counseling, Northeastern University

Assets Under Management:

$160 million

Fee Structure:


CRD Number:


All Answers
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    Investing, Alternative Investments, Mutual Funds
Is there a different type of fund, like a hedge fund, with less capital?
45% of people found this answer helpful

Yes there are ETF's and open ended mutual funds that offer hedge fund like frameworks. They generally have higher fees and spotty performance and risk standards. I would not recommend this type of investment for anyone without analyzing and understanding how it fits  into your investment plan as well as your personal financial plan.

May 2016
    Estate Planning, Asset Allocation, IRAs
Should I invest in a self-directed IRA?
36% of people found this answer helpful
May 2016
    Retirement, Social Security
What is the maximum earned income a person can make while receiving OASDI without it affecting their OASDI check?
25% of people found this answer helpful
March 2016
    Investing, Asset Allocation, Stocks
How proactively should investors rebalance their portfolios?
20% of people found this answer helpful
March 2016
    Financial Planning, Retirement, Pensions, IRAs
If I roll over my IRA into a 403 pension plan, can I postpone my Required Minimum Distribution until I retire in 2 to 3 years?
14% of people found this answer helpful
May 2016