Pleasanton Wealth Financial Advisors: Samah Naguib, CFA

Name: Pleasanton Wealth Financial Advisors: Samah Naguib, CFA
Address: 218 Ray Street, Pleasanton, CA, 94566, US
Telephone: (925) 425-9238

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Member·Today: 8:00 AM to 5:00 PM·Pleasanton, CA

218 Ray Street

Pleasanton, CA 94566

(925) 425-9238

www.pleasantonwealth.com

About this business

Pleasanton Wealth is a fee-only, fiduciary practice providing financial advice to clients in all stages of their lives, regardless of net worth or investment amounts. We offer advice and guidance in a broad range of financial planning areas, which include: Retirement Planning, College Funding, Risk Analysis and Insurance, Tax Efficient Investing, Planning for early retirement, Investment of assets, Estate Planning and Financial Planning after the loss of a spouse.

Products and Services

Retirement planning (IRA'S/Pensions/401k's/403b's), Educational planning (529's/UGMA/UTMA), Estate & Trusts Planning, Life Insurance and Annuities, Charitable Planning

member

samah@pleasantonwealth.com

Mon 8:00 AM to 5:00 PM
Tue 8:00 AM to 5:00 PM
Wed 8:00 AM to 5:00 PM
Thu 8:00 AM to 5:00 PM
Fri 8:00 AM to 5:00 PM
Sat Closed
Sun Closed