Who We Are

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Elizabeth Prindle

Certified Financial PlannerTM

Email: elizabeth@sasadvisors.com
Cell: (650) 394-7994

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My passion is helping individuals and couples gain mastery over monitoring and increasing their net worth in order to reach their financial goals. From optimizing spending, career management and stock option guidance, to executing on smart investment options, I enjoy being a part of discovering comfort and freedom in our clients' personal financial lives.

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Ira Fateman, M.Ed.

Certified Financial PlannerTM

Email: ira@sasadvisors.com
Cell: (415) 215-3822

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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.

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Monique San Miguel Lopez

Candidate for CFP® certification​

Email: monique@sasadvisors.com
Cell: (415) 340-2559

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I enjoy stewarding clients through financial opportunities, choices, and decision making. Helping clients identify what they are striving towards and ‘why’ is what makes financial planning both an art and a science. I help clients better understand the ‘lay of the land’ of personal finance and how to create paths toward their goals.

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