Pleasanton Wealth Financial Advisors: Samah Naguib, CFA

Member

(925) 425-9238

218 Ray Street Pleasanton, CA 94566

www.pleasantonwealth.com

Today: 8:00 AM to 5:00 PM

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.

Hours of Operation

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

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