Paul Saad (CFP®, MBA)

Paul Saad focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules

Planning Specialties

Collabria is a a San Francisco-Bay Area fee-only fiduciary financial planner & Investment manager providing services to clients locally, as well as virtually throughout the US. Let us help you to address some of the pressing questions you may have: • How do I plan for taxes and cash flow if I have vesting stock? • How can I create a more efficient portfolio? • How do I plan for Income in retirement? • How do I care for those who are important to me? • Am I doing this right? Is there anything I'm missing? We'll help you to make smart decisions about your money by leveraging our disciplined process, which is specifically designed to simplify the complexities of your financial life. .

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, Paul 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.

NAPFA Start Date

January 23, 2018

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This Office

2603 Camino Ramon #200 San Ramon, CA 94583-9137 Phone: (925) 271-9331