Phoenix, AZ —The College for Financial Planning®, located in Denver, is pleased to announce that Kevin O’Reilly, of Phoenix, Arizona, has successfully completed the CHARTERED RETIREMENT PLANNING COUNSELORSM or CRPC® Professional Designation Program. Individuals who complete the program, pass a final exam, and sign a code of ethics and disclosure form can earn the right to use the CRPC® mark.
Kevin O’Reilly is the principal of Foothills Financial Planning, Inc., an Arizona-licensed Investment Advisor based in Ahwatukee Foothills. Foothills Financial Planning is a fee-only financial planning firm that provides high quality, commission-free advice to people from all walks of life, regardless of net worth or annual income. Kevin is also a member of the Garrett Planning Network, an international network of fee-only financial advisors and planners, whose goal is to make competent and objective advice accessible through hourly as-needed financial planning.
Graduates of the CRPC® Program must complete a specialized independent study course
that provides a general foundation for giving retirement planning advice to clients. The
course covers key issues that occur throughout all phases of retirement planning. The
designation is awarded to students after they successfully complete the course, pass a
proctored final examination, and sign a code of ethics commitment and declaration form.
The CRPC® Program prepares individuals for the changing demands of the retirement
planning profession. The CRPC® curriculum emphasizes the importance of understanding each client’s individual financial situation, and then analyzing his or her related needs and identifying investment opportunities that will best meet those needs.
Mr. O’Reilly’s achievement of the CRPC® designation is in keeping with his commitment to professional excellence, lifelong education and to providing the finest planning and advisory services to clients of Foothills Financial Planning. More information can be found at http://www.FoothillsPlanning.com.
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CRPC® is a registered service mark of the College for Financial Planning.
