Collabria Capital, Inc.
At Collabria Capital, we specialize in helping mid- to late-career professionals—particularly those in the Bay Area’s technology sector—who want a clear, tax-efficient path to retirement and financial security for their families. Many of our clients are in their 40s–60s, juggling equity compensation (RSUs, ESPPs, stock options, deferred comp), high incomes, and competing goals like college funding, real estate decisions, and caring for aging parents.
We work best with individuals and couples who value a collaborative, long-term relationship with a fiduciary advisor. Our clients are family-focused, busy professionals who want to simplify complexity, minimize taxes, and ensure their wealth supports both their lifestyle today and their legacy tomorrow.
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