Paul Saad, MBA, CFP®
Collabria Capital, Inc.
Years of Experience
20 years
Number of Clients
25
Average Client Size
$900,000
Member Since
2022
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I'm committed to helping you define and live the best life that is possible for you and the ones you love.
Clientele
Diligent savers over age 45 with a retirement nest egg between $1M and $5M. These clients, typically in or near retirement, face key challenges like reducing taxes, managing investment risk, and maximizing income.
Services Provided
Financial Planning
Investment Management
Tax Planning
Retirement Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
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Master of Business Administration
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Pricing Models
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
All advisory services are conducted through Collabria Capital, Inc. a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Collabria Capital, Inc. and its representatives are properly licensed or exempted. Collabria Capital, Inc. does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
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