Kevin O'Reilly (AIF®, CFP®)
Kevin O'Reilly focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Kevin O'Reilly 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. His belief in the importance of providing financial planning services to everybody who needs them has led to a model that features the option of hourly-based advice and no minimum asset or net worth requirements.
Additional Information
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 completed Boston University's financial planning certification program en route to earning his CFP® designation.
NAPFA Start Date
April 30, 2013
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