Nathan Brickley is a Certified Public Accountant with Brickley & Company CPA Inc. and a Financial Advisor with Brickley Wealth Management. In addition to working with clients to prepare their tax returns, Nathan develops financial plans, reviewing retirement, investment, charitable giving strategies, and estate planning matters. He frequently helps clients navigate the complexities of the current tax environment to minimize their tax burden.
Nathan earned his B.S. in Finance from Santa Clara University’s Leavey School of Business. He is an active CPA in the state of California and is a member of the California Society of CPAs.
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.