CoverProfile

Aaron Brickley

Certified Financial Planner, Certified Private Wealth Advisor and Financial Advisor

Brickley Wealth Management

United States, California, San Mateo

About Me

Aaron Brickley is a Certified Financial Planner™ and Certified Private Wealth Advisor® with Brickley Wealth Management. In addition to working with clients on their complex financial goals, Aaron is also in charge of the firm’s portfolio construction and investment research. Prior to joining Brickley Wealth Management, Aaron served in investment advisory and consulting roles at Union Bank of California and Ameriprise Financial. Aaron earned his B.B.A. with an emphasis in finance from Loyola Marymount University, as well as his Certificate in Financial Planning from the University of California Los Angeles. A San Francisco native, Aaron attended St. Ignatius College Preparatory, where he w

View more

Profile Information

Certified Financial Planner, Certified Private Wealth Advisor and Financial Advisor

Brickley Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Mateo

California

United States

Jan 11, 2025

More profiles to browse

Profile Photo
Nathan Brickley
Financial Advisor
Profile Photo
Stephen Brickley
Certified Public Accountant, Managing Member and Investment Advisor

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services