Paul Saad, CFP ®, MBA Collabria Capital, Inc.
- 2603 Camino Ramon, #200, San Ramon, CA 94583
- (925) 271-9331
- http://www.collabriacapital.com/
About Paul Saad, CFP ®, MBA
In 2004, after a successful career in corporate sales, Paul decided that he wanted to try something new. Becoming a financial advisor was a perfect fit, because it combined his background in finance with a desire to have a more personal impact on clients. He realized that instead of returning to a corporate environment, he would enjoy helping individuals and their families succeed by guiding them through often complex personal and financial issues.
Working for the Global Wealth Management group of a leading Wall Street firm allowed him to gain valuable experience and learn much about the entire industry. However, eventually, he realized that he could best serve his clients through an independent business model that eliminated conflicts of interest and allowed for greater intimacy and objectivity. So he founded Collabria in 2012.
Born and raised in Montreal, Paul now lives in Danville, California with his wife Kathy and their dog Bear. Their three adult children are “out of nest” and busy launching their own careers/lives. Whenever possible, the whole crew likes to get together to enjoy all the great things the Pacific Northwest (and now North East!) has to offer.
Paul has a bachelor’s degree in economics from McGill University, Montreal (Canada) a Master of Business Administration (MBA) from the University Western Ontario (Canada) and a Certificate In Financial Planning from UC Berkeley.
Prior to co-founding Collabria in 2012, he spent 8 years as a financial advisor, including 5 years with Merrill Lynch’s Global Wealth Management Group. His professional experience also includes providing consultative solutions to the Financial Services industry, as well as financial analysis at a foreign investment bank.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Equity Recipients (RS/RSU SOP ESPP)
- Retirement Planning
- Technology Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Monthly Fee: $400+/mo
- Quarterly Fee: $1200+/qtr
- Flat Fee: $4800+/engagement
- Assets Under Management: 0.45%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
