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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
I'm a CERTIFIED FINANCIAL PLANNER™ residing in Danville, California and the Principal Co-founder of Collabria Capital, Inc. Clients come to me 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, I'll be there to guide you through your journey to financial independence. My goal is to help you make smart choices for yourself and your loved ones, both now and in the future. Outside of work I can be found hiking, playing guitar, spending time with family, and volunteering for non-profit organizations.
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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.
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Profile last updated: 11-26-2024