True wealth is having time for the things that matter.

Whether you’re at the mid-point of your career or approaching retirement, we're here to  help guide you through a constantly evolving financial landscape, so that you can make the best financial decisions for yourself and those you care about -- For now and for the future.

If you receive equity compensation at a pre-IPO start-up, a growing public company, or a blue chip that just developed a life-saving vaccine, stock options can provide a boost to your current and long-term wealth. Maximizing your profit is just one side of the equation – taxes are also a consideration, and the rules are complex.

We help you create the flexibility to make the choices that are right for you.

The concept is relatively straightforward, but like everything else, the devil is in the details.

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
Comprehensive Financial Planning puzzle

Life moves pretty fast – are your finances still in sync with your goals?

Let us help guide you through an evolving financial landscape so that you can feel confident about the future:

Clarify your goals, values, and objectives
Optimize tax planning and equity compensation strategy
Create a highly personalized action plan
Monitor your progress-so that you stay on track
Our Process

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

Louis

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

Samantha

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