About Paul J Saad, CFP®
I'm a CERTIFIED FINANCIAL PLANNER™ and the Principal Co-founder of Collabria Capital, Inc --- A San Ramon | Bay Area fee-only fiduciary financial planner & investment manager providing wealth management services to clients locally and virtually throughout the US.
When I founded Collabria Capital in 2012, I wanted a name that reflected the way we work with clients. The heart of my approach is collaboration—helping families navigate their financial lives through a thoughtful, team-based process. That’s where Collabria comes from: a fusion of collaborative and RIA (Registered Investment Advisor), emphasizing both partnership and fiduciary responsibility.
The term capital refers to more than just money. While financial capital is a key part of wealth management, true financial well-being extends beyond a balance sheet. Human capital—your career, knowledge, values, and relationships—plays an equally critical role in shaping your financial future. At Collabria Capital, I help you integrate both, ensuring your wealth supports what matters most: your family, future, and peace of mind.
Outside of work I can be found hiking, playing guitar, spending time with family, and volunteering for non-profit organizations.
In addition to earning my CFP®, I have an MBA and am a member of the Financial Planning Association (FPA); the National Association of Personal Advisors (NAPFA); XY Planning Network (XYPN); and the Fee-Only network.
Education
Professional Affiliations
.avif)
