Kevin O’Reilly, CFP® Foothills Financial Planning, Inc.

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About Kevin O’Reilly, CFP®

I am the founding principal of Foothills Financial Planning, Inc., a fee-only, fiduciary financial planning firm with offices in Phoenix and Scottsdale, and clients in several states. I believe in the importance of providing financial planning to those who are often ignored by other firms, which has led to a model that does not rely on minimum asset or net worth requirements. Instead, I typically work with Technology Professionals and University Professors and Professionals in their 20’s, 30’s and 40’s based on a flat monthly or quarterly fee. A flat fee removes the conflicts of interest associated with selling commission-based products, so that I can provide you truly objective advice that is in your best interest.

Before founding Foothills Financial Planning, I earned a degree in finance from Indiana University. Afterwards I worked in software development, technology management and corporate finance. The software I created for Intel, Nuveen Investments, and other financial and tech firms provided me with valuable industry knowledge and firsthand experience that I now use to provide quality, comprehensive financial planning for professionals in these fields. I understand the challenges and pressures facing technology professionals today, and will work closely with you to help you achieve a full financial life.

As parents to school-aged triplets, my wife and I are acutely aware of the challenges facing young families. Many times the house, the kids, the minivan, and other large expenses hit at the same time. We can help you navigate these expenses, and map out a plan for your future and theirs.

I rounded out my perspective and expertise in investment management and financial planning with an MBA from Arizona State University, and completion of the financial planning certification program at Boston University, which led to my CERTIFIED FINANCIAL PLANNER™ status. I have served as an officer for the Financial Planning Association of Greater Phoenix, the Indiana University Alumni Club, and am currently on the board of my son’s hockey club.

 

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Ideal Clients

  • Generation X
  • Intel Employees
  • Technology Professionals
  • University Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150/mo
  • Hourly Fee: $200/hr

SEC Records

States Registered

  • Arizona
  • Texas
  • Utah

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