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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
  • Retirement Planning & Distribution Rules

Planning Specialties

Paul Saad is a San Ramon | Bay Area fee-only fiduciary financial planner & Investment manager providing services to clients locally, as well as virtually throughout the US.

In addition to investment management, he provides comprehensive financial planning—including tax strategy, retirement planning, estate planning coordination, education funding, and insurance review. A holistic approach ensures that every piece of your financial life works together.

Additional Information

Paul J. Saad, CFP®, MBA is a fee-only fiduciary financial advisor and founder of Collabria Capital in San Ramon, CA. He works with mid- to late-career professionals—particularly in the tech sector—on retirement planning, equity compensation, and tax-efficient wealth strategies. With a collaborative style and over two decades of experience, Paul helps clients align their financial decisions with their values and family priorities.

NAPFA Start Date

January 23, 2018

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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