Paul Saad (CFP®, MBA)
Paul Saad focuses in the
following client markets or areas of practice:
- Corporate Executives
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Corporate Executives
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Middle Income Client Needs
Planning Specialties
Collabria is a a San Ramon | Bay Area fee-only fiduciary financial planner & Investment manager providing services to clients locally, as well as virtually throughout the US.
Financial Advice You Can Rely On
As a mid-to-late career professional, you’re likely juggling multiple financial priorities: maximizing peak earnings, preparing for retirement, managing tax obligations, and perhaps even supporting aging parents or adult children. With so many moving parts, your financial life might feel more complicated than ever. But complexity doesn’t have to mean chaos. Simplifying financial complexity begins with a plan tailored to your unique goals. Let’s transform uncertainty into clarity. It's time for you to take control of your financial future with confidence!.We have a sub-specialty in providing advice on equity compensation (ISOs, NQSOs, RSUs, and ESPPs).
Additional Information
Simplify your financial journey with expert guidance on retirement, stock options & tax efficiency.
I help mid-late career professionals manage wealth, plan for retirement, and prioritize family finances through personalized strategies that secure your vision for the future.
The Story Behind Collabria Capital
When I founded Collabria Capital in 2012, I wanted a name that truly reflected the way we work with clients. The heart of my approach is collaboration—helping families navigate their financial lives through a thoughtful, team-based process. That’s where Collabria comes from: a fusion of collaborative and RIA (Registered Investment Advisor), emphasizing both partnership and fiduciary responsibility. The term capital refers to more than just money. While financial capital is a key part of wealth management, true financial well-being extends beyond numbers on a balance sheet. Human capital—your career, knowledge, values, and relationships—plays an equally critical role in shaping your financial future. At Collabria Capital, I help you integrate both, ensuring your wealth supports what matters most: your family, future, and peace of mind. .
Working for the Global Wealth Management group of a leading Wall Street firm allowed me to gain valuable experience and learn much about the entire industry. However, eventually, I realized that he could best serve his clients through an independent business model that eliminated conflicts of interest and allowed for greater intimacy and objectivity. So I founded Collabria in 2012.
NAPFA Start Date
January 23, 2018
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