Stephen Brickley, Cpa Email & Phone Number

Steve Brickley is a Certified Public Accountant and Investment Advisor with Brickley Wealth Management where he provides investment advisory and tax planning services using the custodian Charles Schwab & Company. The firm prides itself in being able to attract and retain as clients other allied professionals such as partners in CPA and law firms and investment industry senior executives. Clients also include retired individuals, businesses, software and biotechnology leaders, real property owners, and trust and estate beneficiaries.Steve has 39 years of experience in the financial services industry. Steve was with KPMG the large worldwide CPA firm. Steve has a Bachelor's degree from Golden Gate University in San Francisco. A native of San Francisco, he attended St. Ignatius College Preparatory. He is a member of the California Society of CPA's, the American Institute of CPA's and the Leader Council of the Ultra-High-Net-Wealth Institute. Steve's previous affiliations include the Jesuits California Province Development Board, the Northern California Planned Giving Council, the St. Ignatius College Preparatory Planned Giving Board and the Peninsula Estate Planning Council.Read 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 Cpa, Tax, Strategic Financial Planning, Wealth Management, and 19 others.