True wealth is having time for the things that matter.

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.

Collabria Capital, Inc. is a San Francisco-Bay Area based fee-only financial planning & investment management firm that helps busy professionals simplify their financial lives through a highly personalized approach.

Featured in:

Stock Options - Restricted Stock Units -RSUs

Client Success Stories

Learn more about our highly personalized approach designed to bring clarity, comfort, and control to our client's lives

Medical Professionals - Doctors - Physicians

Jack and Brittany

Career(s): Physicians
Situation: Considering a career change, wants to take time off, college planning
Read the full case study
Late Career Professional - Retirement


Career(s): Data scientist
Situation: Ready to retire, wants to travel abroad
Read the full case study
Mid Career Professional - Equity Compensation


Career(s): AI Engineer
Situation: Considering early retirement, ready to start a family
Read the full case study
READ our insights

The Collabria Blog

7 Steps to Financial Independence for Mid-Career Professionals

Included in the FREE eBook:
• Are you saving enough?
• Are you investing correctly?
• Are you managing taxes efficiently?
• Do you receive variable/equity compensation?

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Free eBook - Financial Independence