Ira H. Fateman, M.Ed, CFP®, is a member in SAS Financial Advisors, LLC, a Registered Investment Advisor firm and an independent comprehensive financial planning and investment advisor firm. He is also a past President of Fillmore Associates, Inc., an independent Registered Investment advisor offering investment management and comprehensive financial planning. He has participated in many teaching conferences over the years. Ira is a member of the Financial Planning Association, SF Chapter, and is bringing many years of teaching and financial planning experience to the Executive Certificate in Financial Planning program.
Ben Joyce, CFP® completed his CFP® certification at San Francisco State University in 2005. He also achieved his Certified Investment Management Analyst, CIMA®, designation through the University of Pennsylvania's Wharton Business School in 2004. For the past eight years Ben has worked as a Financial Advisor and Branch Manager for Moors & Cabot, Merill Lynch, and Wells Fargo Bank. He has also served as a training specialist for financial advisors.
James J. McHale, MBA, CFP®, CPA is an experienced financial and operations professional with expertise in tax, auditing, financial planning, treasury, collections, budgeting, administration, and systems. In addition to owning his own insurance services/comprehensive financial planning practice, Jim has four years senior-level management experience with small and start-up companies. He encompasses five years of middle management experience with large health-care firms and Big Five audit and tax experience. Jim is one of five instructors nationwide to teach accelerated curriculum for A.G. Edwards and has also taught private courses for Mass Mutual, UBS and Merrill Lynch. He has been teaching around the country for Kaplan Professional/Kaplan University since 2002.