Based in the San Francisco-East Bay Area, Collabria is a registered investment advisor (RIA) specializing in Values Based Planning and Investment Management. Our name is a reflection of our core values:
- Collaborative. We understand that transitions are stressful – You don’t have to go it alone, we will be by your side, helping you to navigate the financial changes throughout your life.
- RIA. As a Registered Investment Advisor we are legally bound by our fiduciary duty to act solely in your best interest, and are committed to providing conflict-free, objective advice. Because we are “fee-only”, you will never be sold anything.
- Capital. We are holistic and comprehensive in our approach – We will take into account all aspects of your life including Financial, Social, and Human capital.