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
In 2004, after a successful career in corporate sales, I decided that he wanted to try something new. Becoming a financial advisor was a perfect fit, because it combined my background in finance with a desire to have a more personal impact on clients. I realized that instead of returning to a corporate environment, I would enjoy helping individuals and their families succeed by guiding them through often complex personal and financial issues.
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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