Nathan Brickley is a Certified Public Accountant and Investment Advisor with Brickley Wealth Management. He works closely with clients on tax planning, financial planning, and investment advisory services, ensuring that their financial strategies align with both short- and long-term goals. He prepares tax returns, develops comprehensive financial plans, and advises on retirement planning, charitable giving strategies, and estate planning. He also helps clients navigate the complexities of company stock compensation and other tax-efficient investment strategies.
Nathan joined Brickley Wealth Management in 2014 and became an owner in 2017. He is an active CPA in the state of California and a member of the American Institute of Certified Public Accountants (AICPA). He earned his B.S. in Finance from Santa Clara University’s Leavey School of Business.
Nathan volunteers as a Committee Member for Filoli Historic House & Garden in San Francisco.
Brickley & Company CPA Inc. and Brickley Wealth Management are separate entities. Brickley Wealth Management does not offer tax services
For more information on our investment advisers complete qualifications please see Form ADV Part 2 B and here at investor.gov to check out your Investment Professional.