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 more than 40 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.

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.