Based in San Ramon (San Francisco-East Bay Area), Collabria is a fee-only, registered investment advisor (RIA) specializing in Life Centered Financial Planning and Personalized Investment Management for multi-generational families and the Sandwich Generation. We serve clients locally as well as virtually across the USA.
We help clients navigate a complex financial world, particularly with issues related to major life transitions.
As a fiduciary we are committed to acting in our clients’ best interest and to avoiding/mitigating potential conflicts of interest.
Can We Help You?
The right plan for you is the one that allows you to live the best life you can.
Let us provide the expertise to help you live the best life possible.
*Copyright 2017, ROL Advisor LLC, All rights reserved
Personalized fee only financial planning, Paul Saad CERTIFIED FINANCIAL PLANNER™ (CFP®), retirement planning, and wealth management. California, East Bay, San Ramon, Danville, Walnut Creek, Pleasanton. Fremont, virtual (USA). Fiduciary