About Paul J Saad, CFP®

CERTIFIED FINANCIAL PLANNER™
Founded Collabria in 2012
Masters in Business Administration
Fluent in French
Saad family vacationbear, our dogpaul saad headshot

Paul Saad, is a CERTIFIED FINANCIAL PLANNER™ residing in Danville, California is the Principal Co-founder of Collabria Capital, Inc.

In 2004, after a career in corporate sales, Paul decided that he would enjoy helping individuals and their families succeed by guiding them through often complex personal and financial issues. 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. 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.

Outside of work Paul can be found hiking, playing guitar, spending time with family, and volunteering for non-profit organizations.

Education

Professional Affiliations
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