About Collabria Capital Inc.
You’ve worked hard to build your career and your assets. Our role is to help you turn that success into clarity, stability, and a future you can move toward with confidence.
“Helping mid-career professionals in the Bay Area simplify complex finances, reduce taxes, and retire with clarity.”
A Planning Experience Designed for Your Life
When your tax strategy, equity compensation, investments, and retirement plan finally work together, decisions feel lighter—and your future feels more certain.
An Advisor Who Actually Gets You
Direct access to one advisor who understands your career, equity comp, taxes, and long-term goals.
Know Where You Stand & What’s Next
Get clear on retirement timing, key tradeoffs, and the next best steps so you can move forward.
A Complete Plan That Connects it All
All your decisions become one coordinated strategy, so you’re not guessing or reacting.
Paul Saad MBA, CFP®
I'm a CERTIFIED FINANCIAL PLANNER™ and founder of Collabria Capital, Inc., a San Ramon-based fee-only fiduciary financial planning firm serving the Bay Area and virtual clients nationwide. I started Collabria Capital because I believe financial planning should be collaborative, transparent, and centered around what truly matters—people’s lives, not just their portfolios. Over the years, I’ve met too many hardworking professionals who’ve done all the “right” things financially but still feel unsure about their future. My goal is to bring clarity to that picture.
Originally from Montreal, I moved to the Bay Area in 1997 and quickly came to appreciate the unique blend of innovation, opportunity, and complexity that defines life here. Having raised three kids, I understand firsthand how financial priorities evolve—from career growth and family needs to preparing for a more flexible, fulfilling next chapter.
For me, financial planning has always been about more than numbers—it’s about creating the freedom to focus on what truly matters. My approach is simple: listen carefully, bring clarity to complexity, and help clients make decisions that align their finances with their values.
Outside of work, I enjoy playing guitar, exploring new trails, and spending time with those I care about.
Based in The San Ramon Bay Area, Serving Nationwide
We work with mid-career professionals and dual-income families nationwide—helping simplify complex finances, reduce tax surprises, and plan for retirement.
Where We're Located
We provide virtual services so that we aren’t limited by location. Regardless of what state you live in, we’d love the opportunity to serve you. If you live in the San Ramon/Bay Area we're happy to meet in person.
Book a Free Assessment Today
A quick, no-pressure call to talk through your goals and what you’re navigating—then we’ll recommend the best next step.
Our calls are always stress and pressure free—guaranteed!
