Collabria Capital, Inc.

Collabria Capital is a fee-only, fiduciary financial planning & investment management firm that helps busy professionals simplify their financial lives.

Our clients come to us 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, we'll be there to guide you through your financial journey. Our goal is to help you make smart choices for yourself and your loved ones, both now and in the future.

• Financial Planning
• Equity Compensation
• Investment Management
• Retirement Planning
• Blog

• Paul Saad
  MBA, CFP®
  2603 Camino Ramon, #200

  San Ramon, CA 94583
  Phone: (925) 271-9331
  Send an Email