Samah Naguib
Pleasanton Wealth · Pleasanton, California
Samah Naguib is a fee-only financial advisor at Pleasanton Wealth in Pleasanton, California, who holds the CFA credential. Samah charges a percentage of assets and focuses on small business owners and retirement planning.
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Specialties
Facts
| Firm | Pleasanton Wealth |
|---|---|
| Based in | Pleasanton, California |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.1M across 15 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 5444828 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pleasantonwealth.com |
| Profile |
How Samah's firm compares
- Pleasanton Wealth's average account is about $71,000, from its Form ADV (assets managed divided by 15 accounts).
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Questions about Samah
Is Samah Naguib a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samah holds no broker registration, and Pleasanton Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samah charge for financial advice?
Samah charges a percentage of assets.
Where is Samah Naguib based?
Samah Naguib is based in Pleasanton, California.
What does Samah specialize in?
Samah's specialties include small business owners and retirement planning.
What credentials does Samah Naguib hold?
Samah Naguib holds the CFA credential.
Is Samah Naguib registered with the SEC?
Yes. Samah Naguib is registered as an investment adviser representative in CA (CRD 5444828), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pleasanton Wealth manage?
Pleasanton Wealth reports $1.1M across 15 accounts in assets under management.
How do I contact Samah Naguib?
Through Samah's website, www.pleasantonwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Pleasanton
Other advisors in California who focus on small business owners
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pleasanton Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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