Our approach goes beyond traditional financial advising. We pride ourselves on not just managing investments but cultivating enduring relationships. We're more than financial advisors; we're partners in your journey toward a secure and prosperous retirement.
Our commitment extends beyond charts and portfolios; it's about understanding your aspirations, mitigating risks, and crafting a financial strategy that aligns with your unique goals.
01
No two businesses or individuals are alike, and neither are their financial needs. We tailor our services to your specific circumstances, ensuring a customized approach that resonates with you.
02
Our commitment doesn't end with the initial plan. We provide continuous support, adapting strategies as circumstances evolve and always staying one step ahead in the ever-changing financial landscape.
03
We specialize in working with small businesses, recognizing their distinct dynamics. By focusing our practice, we've grown to understand the challenges and opportunities unique to your business.
New Paragraph
New Paragraph
Samah was a finance professional at Charles Schwab for over 11 years, holding various roles primarily in corporate finance. Her most recent role was leading the team responsible for supporting the launch of Schwab Intelligent Portfolios -a now $4 Billion of Assets Under Management . Prior to Schwab, Samah worked in the United States Agency for International Development (USAID) and the United Nations Development Projects (UNDP) and then as a Policy Advisor for the Finance Minister of Egypt. She served for many years on the board of Profit Investments. She also served in various roles supporting her three kids’ schools.
Samah is a CFA® charterholder and is a proud member of the San Francisco CFA Society whose mission is to advance Bay Area investment professionals through education, career development, and community building. Samah received her BA ‘93 and MA ‘97 in Finance and Economics from the American University in Cairo. Samah has a longstanding commitment to supporting women and children and has made her mission to help immigrant youth and low income single mothers achieve socioeconomic mobility.
Whether you're a small business owner looking to enhance employee satisfaction through comprehensive retirement plans or an individual seeking personalized investment management, Pleasanton Wealth is here to turn your financial aspirations into reality. Let's embark on this journey together.
advisor@pleasantonwealth.com
218 Ray Street
Pleasanton, California, 94582
Pleasanton Wealth is a Registered Investment Advisor with the State of California.
Powered by Levitate