Kevin O’Reilly, CFP® Foothills Financial Planning

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About Kevin O’Reilly, CFP®

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.

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 served various roles on the youth hockey scene in Phoenix.

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Ideal Clients

  • Gen X
  • Technology Professionals
  • University Employees

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Annual Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $420+/mo
  • Quarterly Fee: $1,250+/qtr
  • Advisor Charges an Annual Fee or % of AUM

Please contact advisor directly for full explanation of fee options.

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