Steve Brickley is a Certified Public Accountant and Investment Advisor with Brickley Wealth Management where he provides investment advisory and investment tax planning services through Charles Schwab & Company to clients in 13 states. 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, surviving spouses, business owners, software, hardware and biotechnology leaders, real property owners, trust and estate beneficiaries. Steve has 39 years of experience in the financial services industry. Prior to forming Brickley Wealth