Follow on Google News News By Tag Industry News News By Location Country(s) Industry News
Follow on Google News | ![]() Ahwatukee-Based Financial Planner Achieves Certified Financial Planner (CFP®) DesignationKevin Patrick O'Reilly, an independent fee-only financial advisor with Foothills Financial Planning, Inc. in Ahwatukee, Arizona, has obtained the Certified Financial Planner (CFP®) designation.
By: Kevin Patrick O'Reilly These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards. CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 61,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net. For more information about Foothills Financial Planning, visit http://www.FoothillsPlanning.com. # # # About Foothills Financial Planning Foothills Financial Planning, Inc. is a licensed Investment Advisory firm located in Ahwatukee and Scottsdale, Arizona. Foothills serves people from all walks of life, regardless of net worth and annual income, and specializes in working with technology workers and parents of multiples. Kevin Patrick O'Reilly is the Principal of Foothills Financial Planning. Prior to earning the right to use the CFP® marks, Kevin received the Chartered Retirement Planning Counselor (CRPC®) designation. He serves on the Boards of the Financial Planning Association of Greater Phoenix and the Phoenix Chapter of the Indiana University Alumni Club. End
|
|