Kevin O'Reilly, CFP® is the principal of Foothills Financial Planning, Inc., a licensed Investment Advisory firm based in the Ahwatukee Foothills, with an additional office in Scottsdale.
Kevin founded Foothills Financial Planning to provide individuals, families, and business owners with fee-only financial planning and investment management tailored to fit their individualized needs.
Born and raised in the Chicago area, Kevin became a Hoosier while working on a Bachelor of Science degree in Finance at Indiana University. After graduating from IU, Kevin pursued a varied career in software development, technology management, and corporate finance prior to founding Foothills Financial Planning. Along the way, 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 joined the Garrett Planning Network in 2008 while completing Boston University's financial planning certification program. He is a Certified Financial Planner™ practitioner, and also holds the designation of Chartered Retirement Planning Couselor (CRPC®), indicating his education and expertise in the specialized field of retirement planning. He has also achieved the Accredited Investment Fiduciary® designation, which represents a thorough knowledge of and ability to apply investment fiduciary best practices.
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.
As parents to 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 specific objective of Foothills Financial Planning. They have lived in the Ahwatukee Foothills for more than fifteen years.