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
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

Collabria is a fee-only, registered investment advisor (RIA) specializing in Life Centered Financial Planning and Personalized Investment Management. We seek to help clients navigate a complex financial world, particularly with issues related to major life transitions.

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

Submit
Submit

This Office

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