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Home > Financial Planner Directory > Arizona > Phoenix > Kevin Patrick O'Reilly, CFP®

Kevin Patrick O'Reilly, CFP®

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Foothills Financial Planning, Inc.

4425 E Agave Road

Suite 122

Phoenix, AZ 85044

Phone: (480) 445-9072

Fax: (888) 647-0428

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Buying a Home
Career Change
Asset Allocation
Estate Planning
Investment Management
Getting Married
Job Loss
Insurance
Retirement
Long-term Care
Starting a Family
Sudden Wealth

About My Practice

Foothills Financial Planning was founded to provide individuals, families, and business owners with fee-only financial planning and investment management tailored to fit their individualized needs. We are commission-free, and do not have minimum asset or net worth requirements.

Experience

N/A

Registrations, Licenses, Certifications & Affiliations

Securities Registrations or Exam Qualifications

Series 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)
Other - Chartered Retirement Planning Counselor

How Planner Charges

Fee Only

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.