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Paul Saad, MBA, CFP® | Financial Advisor

Profile img for Paul Saad, financial advisor at Collabria Capital, Inc.
San Ramon, CA
Paul Saad, MBA, CFP®
Financial Advisor
Collabria Capital, Inc.

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Paul J. Saad, CFP®, MBA, is a fiduciary financial planner and Principal of Collabria Capital, a fee-only Registered Investment Advisor based in San Ramon, CA. With over 20 years of financial planning experience, Paul specializes in helping Bay Area professionals and their families with retirement planning, stock options and equity compensation strategies, and tax-efficient wealth management. As a CERTIFIED FINANCIAL PLANNER™ professional, he is dedicated to providing unbiased, values-based advice to help clients achieve clarity and confidence in their financial lives.
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Specialties and Expertise

4
Portfolio Construction
Tax Minimization Investment Strategies
Retirement Income
Cash Flow Analysis

Clientele

4
Tech Employees
Corporate Executives
Retirees
Software Engineers

Credentials and Designations

2
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Certified Financial Planner™

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Master of Business Administration

Quick Facts About Paul
Years of Experience:20 yearsMember since:2022Average Account Size:$900,000Number of clients:25

Services Provided

How I help my clients

Financial Planning

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Investment Management

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Tax Planning

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Retirement Planning

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Pricing Models

AUM
Flat Fee

Proof of License

SEC Profile
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San Ramon, CA
Paul Saad, MBA, CFP®
Financial Advisor
Collabria Capital, Inc.
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.
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.
Profile last updated: 10-02-2025
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