San Ramon | Bay Area Fee-Only Financial Advisor‍‍

Simplify your financial journey with expert guidance on retirement, stock options & tax efficiency.

Helping mid-late career professionals manage wealth, plan for retirement, and prioritize family finances
through personalized strategies that secure your vision for the future.

Let’s build a future where your hard work supports the life that you envision—today and for years to come.

Is My Retirement Plan Ready for the Bay Area Lifestyle?

How do I Optimize Tax Planning Strategies?

Am I managing My Investments Correctly?

How Can I Build Wealth and Provide Security for My Family?

How do I Manage Company Stock Options?

Do I Need A Second Opinion?

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

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

Highlights From The Collabria Blog

Navigating a Layoff

Feb 6, 2025

5 Key Components of Financial Literacy

May 8, 2024

Achieving Financial Independence

Jun 28, 2023

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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