Samah Naguib, CFA®
Founder, President and Chief Compliance Officer
Samah founded Pleasanton Wealth in 2018 and has more than 20 years in investments and finance. She began in international development with USAID and the United Nations Development Programme and later co-founded Profit Brokerage Inc. She then spent much of her career at Charles Schwab in San Francisco as a FINRA-registered representative.
She brings an analyst’s eye to every retirement plan and believes owners and employees should both understand what their plan does and what it costs. She holds bachelor’s and master’s degrees in finance and economics.