About Paul J Saad, CFP®

I'm a CERTIFIED FINANCIAL PLANNER™ and the Principal Co-founder of Collabria Capital, Inc.,  a San Ramon-based fee-only fiduciary financial planning firm serving the Bay Area and virtual clients nationwide.

With over 20 years of experience, I help mid- to late-career professionals—especially in the tech industry—make confident decisions about retirement, stock options, and tax strategies. Through a collaborative, values-based approach, I bring clarity and peace of mind to clients focused on family, career, and long-term financial security.

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

B.A. Economics
McGill University

Masters in Business Administration
University of Western Ontario

Certificate In Financial Planning
University of California - Berkeley