In 1985, the Brickleys began specializing in handling income, trust, estate, and executive compensation tax planning matters. In 1999, the financial advisors of Brickley Wealth Management began offering independent investment advisory and financial planning.

 

Our company was founded on the belief that objective financial guidance is a fundamental need for everyone. 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. Our clients also include retired individuals, families, surviving spouses, business owners, software, hardware and biotechnology leaders, real property owners, trust and estate beneficiaries, charitable institutions, performing artists and teachers.

 

Our mission is to create long-term client relationships that are the foundation for providing financial guidance over generations. We are committed to serving our clients ethically and exceedingly well.

We are a family of planners that understands the intricacy of helping others pursue their goals. 

 

Steve Brickley is a Certified Public Accountant and Financial Planner with Brickley Wealth Management where he provides investment advisory and tax planning services.

Steve has 35 years in the financial services industry. Prior to forming Brickley Wealth Management and Brickley & Company CPA Inc., Steve was with KPMG (formerly Main Hurdman CPA's), the large worldwide CPA firm. His career started as Operations Officer in retail banking at Wells Fargo Bank.

Steve received his Bachelor's degree from Golden Gate University in San Francisco. A native of San Francisco, he attended St. Ignatius College Preparatory where he is a member of the Planned Giving Board. He is a member of the California Society of CPA's and the American Institute of CPA's. Steve's previous affiliations include the Jesuits California Province Development Board, the Northern California Planned Giving Council and the Peninsula Estate Planning Council.

Brickley & Company CPA Inc. and Brickley Wealth Management are separate entities. Brickley Wealth Management does not offer tax services.

Steve Brickley CPA

Sondra Mose is the client services manager and office manager of Brickley Wealth Management. Clients see Sondra as their go-to person in their financial service matters, someone who is able to resolve their questions and concerns quickly. She carefully manages and marshals the resources within the firm to ensure matters are taken care of easily and efficiently. She particularly enjoys the personal relationships she has developed with clients during the past 15 years with the firm.

Sondra earned her B.S. in business administration with an accounting option from California State University, East Bay.

Sondra Mose

Aaron Brickley is a Certified Financial Planner™ and Certified Private Wealth Advisor® with Brickley Wealth Management. In addition to working with clients on their complex financial goals, Aaron is in charge of the firm’s portfolio construction, trading, and investment research.

Prior to joining Brickley Wealth Management, Aaron served in investment advisory and consulting roles at Union Bank of California and Ameriprise Financial. Aaron earned his B.B.A. with an emphasis in finance from Loyola Marymount University, as well as his Certificate in Financial Planning from the University of California Los Angeles.

A San Francisco native, Aaron attended St. Ignatius College Preparatory, where was formerly a member of the Planned Giving Board.

Aaron Brickley CFP® CPWA®

Nathan Brickley is a Financial Planner who assists advisors in developing a comprehensive lists of assets, liabilities and cash flow for financial plans for clients of Brickley Wealth Management. He also assists in the day-to-day operations of the firm to ensure it runs smoothly and efficiently.

Nathan earned his B.S. in Finance from Santa Clara University’s Leavey School of Business.

Nathan Brickley

 

we hold ourselves to the fiduciary standard. As fiduciary's, our clients value an independent advisor who provides unbiased advice in an environment where there are no sales quotas or conflicts of interest.

We believe that unbiased investment advice is critical to our clients’ financial security. Charles Schwab is our custodian. We leverage their leading independent research, technology, investment tools, and customer support.

Independence means unbiased research and strategies, and no propriety products. We do not offer proprietary products, so we can help our clients choose unbiased investment solutions from experienced investment managers.