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 Francisco-Bay Area fee-only fiduciary financial planner & Investment manager providing services to clients locally, as well as virtually throughout the US.
Clients come to us with all sorts of financial puzzles, like dealing with stock options, taxes, and planning for retirement. They want to feel confident about their money decisions but don't have the time or interest to dive into all the details themselves.
Whether you're in the middle of your career or getting ready to retire, we'll be there to guide you through your financial journey. Our goal is to help you make smart choices for yourself and your loved ones, both now and in the future.
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/RSUs? • 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, 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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