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 active in the financial services industry since 2000. She started as a registered tax preparer, obtained her securities license in...
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 active in the financial services industry since 2000. She started as a registered tax preparer, obtained her securities license in 2003, and earned her CFP® designation in 2009. Sally takes pride in working closely with her clients to shape their attitudes and beliefs about money. Everything is energy, therefore every thought, emotion, and belief carries a particular frequency. By becoming aware of your belief patterns about money, Sally can help you elevate your money vibration. She offers solutions and positive ways to alter any negative thinking patterns, enabling you to attract the life you desire. Outside of work, Sally is a passionate lover of music, dance, and the healing arts. She is currently studying and teaching Qigong, the ancient Taoist healing practice that uses simple movements, guided breath-work, and focused intent to cultivate life force energy within the body in order to activate and enhance its self-healing capabilities. For more info on Qigong, check out her website: www.SallyJermain.com
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, IN and AZ