We’re proud to share that Steve Brickley, founder of Brickley Wealth Management, has been appointed to the Audit & Finance Committee for the Town of Atherton, CA.
This committee plays an important advisory role in shaping the town’s financial strategy, offering guidance on budgeting, long-range planning, and oversight of the annual audit process. Members are entrusted with reviewing audit scope, working with the City Manager, and making recommendations to the City Council to support fiscal transparency and responsibility.
Steve brings more than four decades of experience in financial planning, investment management, and tax strategy to this role. His dual background as both an investment advisor and a CPA brings a practical and well-rounded perspective to the committee’s work—especially in evaluating complex budgets and long-term financial plans.
Brickley Wealth Management was built on the belief that financial stewardship is both a responsibility and a privilege. We’re honored to see that approach reflected in Steve’s continued commitment to public service.
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