(415) 215-3822 • sasadvisors.com
Ira Fateman, San Francisco investment and retirement adviser, helps clients at all income levels and ages make sound decisions tailored to their particular needs. One client said, “Ira is so easy to talk with — not judgmental about my lack of saving, helpful, really worked to understand what I wanted and needed for retirement.”
Guy Ben Ari
(510) 522-2009 • edwardjones.com/guy-benari
In Alameda, Guy Ben Ari, an Israeli-born certified financial planner with Edward Jones, works with clients and their CPAs, attorneys and other professionals to determine the best financial strategy. “My passion is helping my clients achieve their financial goals by listening to their needs, putting service and relationship first.”
(650) 697-3013 • elmadvisors.com
In Burlingame, financial planners ELM Advisors serves clients of all ages but with “a particular focus and expertise on working with folks who are either nearing or are currently in retirement,” says Elana Lieberman, a company principal. The financial planners help clients to set financial goals and facilitate legacy planning.
(415) 399-9100 • capitaltrustadvisors.com
David Gould began his investment advisory practice in 1992 following the sale of his successful distribution business. He began a partnership in 2016 with John Goldberg who also ascribes to his philosophy of not selling commission products and operating on the fiduciary standard.