Nathan Brickley, Cpa Email & Phone Number

I'm Nathan Brickley, a Certified Public Accountant (CPA) and Financial Advisor. I take a comprehensive, integrated approach to personal finances. By blending financial planning and tax services together, I ensure that your financial plans and tax strategies are in sync.In my day-to-day, I wear many hats. I'm your tax return preparer, your financial plan architect, and your go-to guide for insights on investments, stock options, tax planning, retirement, charity, and estate planning. I believe in making financial planning an engaging, understandable process, rather than an intimidating one.Specializing in tax strategy, particularly with equity compensation awards like Incentive Stock Options (ISOs), Non-qualified Stock Options (NQSOs), and Restricted Stock Units (RSUs), I ensure you're equipped to navigate the complexities of your financial landscape with confidence.In partnering with me, you're investing in more than just a CPA or financial advisor. You're gaining a trusted ally, fully invested in your financial future.Book an appointment today: https://calendly.com/nathanbrickley/30minRead our disclosures: https://loom.ly/l7biC1kAny content written, shared or linked herein reflects my personal opinions and viewpoints and are not necessarily the opinions or view of my employer/firm. The information posted is subject to change at any time without notice. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Readers should conduct their own review and exercise judgment prior to investing and should carefully consider their own investment objectives and not rely on any post, chart, graph or marketing piece to make a decision. No investment or tax advice may be rendered by Brickley Wealth Management or Brickley & Company unless a client service agreement is in place. Neither I, Brickley Wealth Management or Brickley & Company are providing any personalized investment advice or any legal opinions through this platform. Please consult your investment, tax, or legal advisor for assistance regarding your individual situation. For more information on myself and our firm, please see the latest Form ADV and Part 2 Brochures and our Client Relationship Summaryhttps://adviserinfo.sec.gov/firm/summary/287487.*Please note that the term "registered investment adviser" and description of our firm and/or our associates as "registered" does not imply a certain level of skill or training.

Listed skills include Strategic Financial Planning, Tax Advisory, Investment Management, Investments, and 11 others.