About
Samah Naguib, CFA®
Founder of Pleasanton Wealth, a fee-only, California-registered investment adviser serving the Tri-Valley since 2018.
Samah has more than two decades of investment experience and founded Pleasanton Wealth in 2018. She previously held financial advisory roles at Charles Schwab, co-founded Profit Brokerage Inc., and began her career with the United States Agency for International Development (USAID) and the United Nations Development Programme (UNDP). She holds bachelor's and master's degrees in finance and economics.
Her work centers on the parts of wealth management where analysis matters most: fixed-income construction, tax-aware portfolio decisions and retirement plan design for business owners. She works directly with each client and coordinates with their CPA and estate attorney.
Candid guidance, no pressure. If Pleasanton Wealth isn't the right fit, Samah will tell you, and suggest what is.