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 was previously a member of the Planned Giving Board. He is a member of the California Society of CPAs 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.