Kevin O'Reilly, Cfp®
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Kevin O'Reilly, Cfp® Email & Phone Number

Senior Vice President, Advisor at EP Wealth Advisors
Location: Phoenix, Arizona, United States 9 work roles 5 schools
1 work email found @foothillsplanning.com 3 phones found area 480 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email k****@foothillsplanning.com
Direct phone (480) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
EP Wealth Advisors
Role
Senior Vice President, Advisor
Location
Phoenix, Arizona, United States
Company size
138 employees

Who is Kevin O'Reilly, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Kevin O'Reilly, Cfp® is listed as Senior Vice President, Advisor at EP Wealth Advisors, a company with 138 employees, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at foothillsplanning.com, phone signal with area code 480, and a matched LinkedIn profile for Kevin O'Reilly, Cfp®.

Kevin O'Reilly, Cfp® previously worked as Senior Vice President at Ep Wealth Advisors and Fee-only Wealth Manager at Foothills Financial Planning. Kevin O'Reilly, Cfp® holds Certification, Financial Planning from Boston University.

Company email context

Email format at EP Wealth Advisors

This section adds company-level context without repeating Kevin O'Reilly, Cfp®'s masked contact details.

{first}@foothillsplanning.com
86% confidence

AeroLeads found 1 current-domain work email signal for Kevin O'Reilly, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Kevin O'Reilly, Cfp®

From offices in Ahwatukee and Chandler, I help #Intel employees across the country prepare for and optimize retirement. Wondering what comes after Intel? Contact me.

Listed skills include Retirement Planning, Asset Allocation, Investment Management, Investments, and 5 others.

Current workplace

Kevin O'Reilly, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

EP Wealth Advisors
Ep Wealth Advisors
Senior Vice President, Advisor
torrance, california, united states
Website
epwealth.com
Employees
138
AeroLeads page
Company profile
View company profile Email format
9 roles · 36 years

Kevin O'Reilly, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Vice President

Current
Ep Wealth Advisors

Phoenix, Arizona, United States

Oct 2023 - Present

Fee-Only Wealth Manager

Foothills Financial Planning

Ahwatukee, Arizona

As a fee-only CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Retirement Planning Counselor designee, I provide professional investment and planning advice that is objective and not geared to the sale of specific products.

Sep 2008 - Oct 2023

Segment Finance Manager

Atmi, Inc.

Tempe, Arizona

Feb 2007 - Sep 2008

Regional Manager

Intel Corporation

Chandler, Arizona

Manage the southwest region of an internal consulting unit consisting of approximately sixty technology consultants.

Nov 1999 - Jan 2007

President

New Reality Systems, Inc.
1997 - 1999 ~2 yrs

Chief Technology Officer

Benetec, Inc.
1996 - 1997 ~1 yr

Consultant

Daugherty Systems, Inc.
Feb 1995 - Sep 1996

Software Engineer

Benefit Trust Life Insurance
1990 - 1992 ~2 yrs
Team & coworkers

Colleagues at EP Wealth Advisors

Other employees you can reach at epwealth.com. View company contacts for 138 employees →

AN Alina Narr, Cfp®, Ea Alina Narr, Cfp®, Ea Colleague at Ep Wealth Advisors Carson, California, United States, United States View → GL Griffin Lake, Cfp® Griffin Lake, Cfp® Colleague at Ep Wealth Advisors Vancouver, Washington, United States, United States View → SW Stephan Weebe Stephan Weebe Colleague at Ep Wealth Advisors Los Angeles Metropolitan Area, United States View → KH Kim Hedlund Kim Hedlund Colleague at Ep Wealth Advisors Los Angeles Metropolitan Area, United States View → NB Nicholas Barrett Nicholas Barrett Colleague at Ep Wealth Advisors Los Angeles, California, United States, United States View → EG Eileen Guerin Eileen Guerin Colleague at Ep Wealth Advisors Greater Boston, United States View → AM Arthur Molina Arthur Molina Colleague at Ep Wealth Advisors Costa Mesa, California, United States, United States View → MC Matthew Crow Matthew Crow Colleague at Ep Wealth Advisors Torrance, California, United States, United States View → TN Tom Nguyen, Cfp® Tom Nguyen, Cfp® Colleague at Ep Wealth Advisors Los Angeles, California, United States, United States View → DW David W. Tate David W. Tate Colleague at Ep Wealth Advisors Salt Lake City, Utah, United States, United States View →
5 education records

Kevin O'Reilly, Cfp® education

Education record

Elk Grove High School
FAQ

Frequently asked questions about Kevin O'Reilly, Cfp®

Quick answers generated from the profile data available on this page.

What company does Kevin O'Reilly, Cfp® work for?

Kevin O'Reilly, Cfp® works for EP Wealth Advisors.

What is Kevin O'Reilly, Cfp®'s role at EP Wealth Advisors?

Kevin O'Reilly, Cfp® is listed as Senior Vice President, Advisor at EP Wealth Advisors.

What is Kevin O'Reilly, Cfp®'s email address?

AeroLeads has found 1 work email signal at @foothillsplanning.com for Kevin O'Reilly, Cfp® at EP Wealth Advisors.

What is Kevin O'Reilly, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 480 for Kevin O'Reilly, Cfp® at EP Wealth Advisors.

Where is Kevin O'Reilly, Cfp® based?

Kevin O'Reilly, Cfp® is based in Phoenix, Arizona, United States while working with EP Wealth Advisors.

What companies has Kevin O'Reilly, Cfp® worked for?

Kevin O'Reilly, Cfp® has worked for Ep Wealth Advisors, Foothills Financial Planning, Atmi, Inc., Intel Corporation, and New Reality Systems, Inc..

Who are Kevin O'Reilly, Cfp®'s colleagues at EP Wealth Advisors?

Kevin O'Reilly, Cfp®'s colleagues at EP Wealth Advisors include Alina Narr, Cfp®, Ea, Griffin Lake, Cfp®, Stephan Weebe, Kim Hedlund, and Nicholas Barrett.

How can I contact Kevin O'Reilly, Cfp®?

You can use AeroLeads to view verified contact signals for Kevin O'Reilly, Cfp® at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Kevin O'Reilly, Cfp® attend?

Kevin O'Reilly, Cfp® holds Certification, Financial Planning from Boston University.

What skills is Kevin O'Reilly, Cfp® known for?

Kevin O'Reilly, Cfp® is listed with skills including Retirement Planning, Asset Allocation, Investment Management, Investments, 401K Rollovers, Strategic Financial Planning, 401K Advice, and Planning For Multiples.

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