Paul Saad
CFP®, MBA
Collabria Capital, Inc.
Principal
Paul Saad
CFP®, MBA
Collabria Capital, Inc.
Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. I’ll be by your side helping guide you, whether you’re starting a family or passing on a legacy, in addition to every step in between. - Paul Saad, CFP®, MBA
Specializing in Comprehensive Financial Planning and Personalized Investment Management. I help busy professionals navigate a complex financial world, including managing equity compensation (RSUs, ESPPs, Stock Options).
Paul Saad is a San Ramon, CA fee-only financial planner. Serving clients both locally and across the US (virtually), Collabria Capital, Inc. provides comprehensive and objective financial planning and investment management to help busy professionals and seasoned investors organize, grow and protect their assets through life’s transitions. He has a sub specialty advising clients on equity compensation (RSUs, ESPP, Stock Options).
As a fee-only, fiduciary, and independent financial advisor, Paul Saad is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
In 2004, after a successful career in corporate sales, Paul Saad decided that he wanted to try something new. Becoming a financial advisor was a perfect fit, because it combined his background in finance with a desire to have a more personal impact on clients. He realized that instead of returning to a corporate environment, he 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 him to gain valuable experience and learn much about the entire industry. However, eventually, he 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 he founded Collabria in 2012.
Born and raised in Montreal, Paul now lives in Danville, California with his wife Kathy and their dog Bear. Their three adult children are “out of nest” and busy launching their own careers/lives. Whenever possible, the whole crew likes to get together to enjoy all the great things the Pacific Northwest (and now North East!) has to offer.
Paul Saad is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Based in San Ramon (San Francisco-East Bay Area), Collabria is a fee-only, registered investment adviser specializing in Comprehensive Financial Planning and Personalized Investment Management.
Serving clients locally and across the US virtually, we consider ourselves a “Family Wealth Manager”. We’ll be by your side helping guide you whether you’re starting a family or passing on a legacy, in addition to every step in between.
Who we are best suited to work with:
- Individuals and families who are seeking a comprehensive financial planning & investment management relationship.
- Young Professionals with complex/ongoing financial advisory needs and limited investable assets.
- Seasoned Investors with complex/ongoing financial advisory needs and prefer to manage their own portfolios.
The majority of our clients seek to be proactive about planning for their financial future, are looking for objective guidance, and are committed to working collaboratively with a trusted advisor.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Equity Compensation Planning (RSUs, ESPPs, Stock Options)
- Subscription Based Financial Planning
- Tax Planning
Ideal Clients
- Near Retirees
- Busy Professionals
- Growing Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Paul Saad is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Paul Saad is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Paul Saad is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Paul Saad is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Paul Saad
Office Locations:
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2603 Camino Ramon
#200
San Ramon, CA 94583
