Financial advisor for Dublin, CA
Dublin is one of the Bay Area’s fastest-growing cities, home to dual-income professional households, new business owners and families who moved east for space. Pleasanton Wealth is based next door in Pleasanton and works with Dublin clients in person, at their office or by video.
What Dublin clients ask us about
- Equity compensation and high brackets. RSUs and ESPP shares from Bay Area employers can push household income into the top federal and California brackets. We plan share sales, tax-loss harvesting and diversification around vesting schedules.
- New home, new balance sheet. Many Dublin households hold most of their net worth in a recently purchased home and a single employer’s stock. We rebalance the rest of the portfolio toward diversification and a defined fixed-income core.
- Small business retirement plans. Dublin’s growing base of practices, franchises and service businesses must now offer a plan or register for CalSavers. We design 401(k), SIMPLE IRA and SEP IRA plans that work for the owner.
- Tax-exempt income. For taxable savings, individual California municipal bonds can provide interest generally exempt from federal and state income tax.
Why a Pleasanton-based CFA® charterholder
You work directly with Samah Naguib, CFA®, a fee-only fiduciary with more than 20 years in investments, including advisory roles at Charles Schwab. Accounts are held in your name at Charles Schwab & Co., Inc. Meetings are a short drive away in Pleasanton, at your Dublin office or by video.
Questions
Do you meet with clients in Dublin, CA?
Yes. Pleasanton Wealth is based in neighboring Pleasanton and meets Dublin clients in Pleasanton, at their Dublin office or home, or by video.
Is Pleasanton Wealth a fee-only fiduciary?
Yes. Pleasanton Wealth LLC is a California-registered investment adviser and a fiduciary to its clients. It is compensated only by client fees, not commissions.
Can you help a Dublin small business meet the CalSavers mandate?
Yes. California employers with at least one W-2 employee must offer a qualified retirement plan or register for CalSavers. We design and manage 401(k), SIMPLE IRA and SEP IRA plans for small businesses in Dublin and across the Tri-Valley.
Start with three questions.
Tell us your focus and Samah will reply personally within one business day.
Start a private reviewGeneral educational information as of September 2026; tax rules change. Not individualized investment, tax or legal advice. Pleasanton Wealth does not provide tax or legal advice; we coordinate with your CPA and attorney. Tax-loss harvesting and diversification do not ensure a profit or protect against loss.