Collabria Capital, Inc.

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

We help mid-career professionals in the Bay Area simplify complex finances, reduce taxes, and retire with clarity. Our clients are often in their 40s to 60s, and approaching a transition—whether that's early retirement, a company exit, or simply wanting to take more control of their financial future.
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Based in San Ramon, we work virtually with professionals across the country who want a trusted partner to help them.

• 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