Paul J. Saad, CFP<sup>&reg;</sup> - Financial Advisor

Paul J. Saad, CFP®

MBA

Principal

Collabria Capital

2603 Camino Ramon, Ste 200
San Ramon, CA 94583
(925) 271-9331 CONNECT WITH Paul
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General

Paul Saad is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Collabria Capital in San Ramon, CA and the surrounding communities.

Financial Advisor Overview

Collabria Capital, Inc is a Registered Investment Adviser (RIA) providing personalized financial planning, advice, and investment management. We have a sub specialty in providing advice on Equity Compensation (ISOs, RSUs, ESPPs). We service clients both locally and nationally (virtually). We can help you to: -Plan for and through retirement -Take care of those who are important to you -Understand your equity compensation (RSUs, ISOs,etc)

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Financial Advisor Experience

In 2004, after a successful career in corporate sales, Paul decided that he wanted to try something new. Becoming a financial advisor was a perfect fit, because it combined his background in finance with a desire to have a more personal impact on clients. He realized that instead of returning to a corporate environment, he would enjoy helping individuals and their families succeed by guiding them through often complex personal and financial issues. Working for the Global Wealth Management group of a leading Wall Street firm allowed him to gain valuable experience and learn much about the entire industry. However, eventually, he realized that he could best serve his clients through an independent business model that eliminated conflicts of interest and allowed for greater intimacy and objectivity. So he founded Collabria in 2012. Born and raised in Montreal, Paul now lives in Danville, California with his wife Kathy and their dog Bear. Their three adult children are "out of nest" and busy launching their own careers/lives. Whenever possible, the whole crew likes to get together to enjoy all the great things the Pacific Northwest (and now North East!) has to offer.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Life Planning

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Helpful Financial Planning Resources