Kevin Patrick O'Reilly

Principal

 Kevin Patrick O’Reilly, CFP®, principal of Foothills Financial Planning, is an independent, fee-only financial planner based in the Ahwatukee Foothills section of Phoenix, Arizona.  
Kevin Patrick O’Reilly, CFP®, AIF® is the founding principal of Foothills Financial Planning, Inc., a licensed investment advisory firm based in the Ahwatukee Foothills section of Phoenix, Arizona, with offices in Scottsdale, Peoria and Glendale. Kevin founded Foothills Financial Planning with a simple mission: to provide high quality, commission-free financial planning and investment management to people from all walks of life, regardless of net worth and annual income. His belief in the importance of providing financial planning services to everybody who needs them has led to a model that features hourly-based advice and no minimum asset or net worth requirements.

Kevin was born and raised in the Chicago area. After receiving a Bachelor of Science degree in finance from Indiana University, Kevin pursued a varied career in software development, technology management and corporate finance. During his technology career, Kevin created software for numerous financial services firms, both as a direct employee and as a consultant. These companies included Nuveen Investments, First Command Financial Services, Trustmark Insurance and Penson Financial Services.

Prior to founding Foothills Financial Planning, an MBA from the W.P. Carey School of Business at Arizona State University helped round out Kevin’s perspective and expertise in investment management. Kevin later completed Boston University’s financial planning certification program, which led to his becoming a CERTIFIED FINANCIAL PLANNER™ professional.

As parents to young triplets, Kevin and his wife are well-versed in the fine art of multi-tasking. Kevin is also very familiar with the unique financial challenges facing parents of multiples, and helping other such parents is a particular focus of Foothills Financial Planning. Kevin and his family have lived in the Ahwatukee Foothills for more than twelve years.

When he's not spending time with his family, Kevin has been elected to the Board of Directors of the Financial Planning Association of Greater Phoenix for 2012, and also serves as Treasurer of the Phoenix Chapter of the Indiana University Alumni Club.
Kevin Patrick O'Reilly
Principal
Foothills Financial Planning, Inc.

Website:
www.FoothillsPlanning.com

Phone:
480.445.9072

Fax:
866.647.0428

Address:
4425 E. Agave Road, Suite 115

Ahwatukee, Arizona
United States

Areas of Expertise:
Financial Planning
Retirement Planning
investment Management
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