Welcome to our website. We are Fukumae & Saman, and we help independent women plan for a promising future.
Between the two of us, we have spent 50 years helping women plan for their financial futures. We create thoughtful and personalized financial plans for our clients, anticipating and responding to critical life events.
We truly care about our clients’ goals, and we believe it shows in the attention and service we provide. We combine old-fashioned values with the efficiency and quality that today’s investors expect.
Our planning process allows us to maintain integrity with each client we work with. It also keeps our clients on track, moving towards their goals, and sets identifiable expectations of our firm and what we are trying to accomplish.
Our main goal is to be of service to you. Not just as financial planners, but also as trusted friends. We recognize that every client is unique, therefore every client has different needs. Below are the services that we utilize to develop custom financial plans for our clients.
JAIME FUKUMAE has been a CPA and a CFP professional in the Bay Area for more than 30 years. He is a financial planner who...
Read MoreSALLY SAMAN JERMAIN has been in the financial services industry since 2000. She began as a registered tax preparer and quickly acquired her securities license...
Read MoreJAIME FUKUMAE has been a CPA and a CFP professional in the Bay Area for more than 30 years. He is a financial planner who emphasizes goal-based planning, taking the time necessary to understand each person’s financial, as well as non-financial goals and concerns. As a CPA, he uses his knowledge of income and estate tax laws to design tax-efficient strategies that aim to minimize taxes throughout a client’s lifetime. Away from work, in addition to his roles as a husband and father, Jaime is active in the Japanese-American community in his hometown of Albany. He enjoys jumping rope, mountain biking and relaxing in Hawaii.
SALLY SAMAN JERMAIN has been in the financial services industry since 2000. She began as a registered tax preparer and quickly acquired her securities license in 2003 and then earned her CFP designation in 2009. Born in Walnut Creek, Sally has lived all her life in the Bay Area. Away from work, she is an avid lover of music, dance, yoga, meditation, the healing arts and energy work. Sally enjoys working closely with her clients to help shape their attitudes and beliefs about money. She understands that everything is energy and that every thought/emotion/belief carries a vibration. Through awareness of your belief patterns regarding your money, Sally can help you raise your money vibration by offering solutions and positive ways to change any negative thinking patterns so that you can begin to attract the life that you want to live!
Jaime Fukumae and Sally Jermain are Registered Financial Advisors with Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA | SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, HI, TX and IN