Nathan Brickley, Cpa Email and Phone Number
Nathan Brickley, Cpa work email
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Nathan Brickley, Cpa personal email
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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.
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Certified Public AccountantBrickley & Company Cpa IncSan Francisco, Ca, Us -
Financial AdvisorBrickley Wealth Management Apr 2014 - PresentSan Mateo, California, UsBrickley Wealth Management is a comprehensive financial advisory firm dedicated to providing personalized financial planning solutions to individuals and families. -
Certified Public AccountantBrickley & Company Cpa Inc 2019 - PresentSan Mateo, California, UsBrickley & Company CPA Inc. is a premier accounting firm providing tax preparation and strategic tax planning services, aimed at minimizing tax liabilities and reducing tax surprises. -
Registered AssistantLpl Financial Apr 2014 - Jun 2017San Diego, Ca, UsNathan Brickley was a Registered Assistant with, and securities were offered through, LPL Financial. Member FINRA/SIPC.
Nathan Brickley, Cpa Skills
Nathan Brickley, Cpa Education Details
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Santa Clara University Leavey School Of BusinessFinance -
Junipero Serra High School, San Mateo, California
Frequently Asked Questions about Nathan Brickley, Cpa
What company does Nathan Brickley, Cpa work for?
Nathan Brickley, Cpa works for Brickley & Company Cpa Inc
What is Nathan Brickley, Cpa's role at the current company?
Nathan Brickley, Cpa's current role is Certified Public Accountant.
What is Nathan Brickley, Cpa's email address?
Nathan Brickley, Cpa's email address is na****@****lth.com
What schools did Nathan Brickley, Cpa attend?
Nathan Brickley, Cpa attended Santa Clara University Leavey School Of Business, Junipero Serra High School, San Mateo, California.
What are some of Nathan Brickley, Cpa's interests?
Nathan Brickley, Cpa has interest in Education, Environment, Poverty Alleviation, Human Rights, Animal Welfare.
What skills is Nathan Brickley, Cpa known for?
Nathan Brickley, Cpa has skills like Strategic Financial Planning, Tax Advisory, Investment Management, Investments, Financial Services, Financial Analysis, Research, Data Analysis, Venture Capital, Tax Accounting, Due Diligence, Salesforce.com.
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