CFP

    Paul Saad

    Financial Advisor

    Collabria Capital
    San Ramon, California22 years experienceNo minimum minimum

    About Paul

    Paul J. Saad, CFP®, MBA, is a fiduciary financial planner and Principal of Collabria Capital, a fee-only Registered Investment Advisor based in San Ramon, CA. With over 20 years of financial planning experience, Paul specializes in helping Bay Area professionals and their families with retirement p... One thing I want my clients to know about me is... I'm committed to helping you define and live the best life that is possible for you and the ones you love.

    Areas of focus

    Credentials & background

    Designations

    CFP

    Licenses

    Series 66Series 7

    Clients served

    Tech EmployeesCorporate ExecutivesRetireesSoftware Engineers

    Registered in

    California

    The firm

    Collabria Capital