Affiliations
Kevin O'Reilly, CFP® is a member of NAPFA, the National Association of Personal Financial Planners. NAPFA members practice Fee-Only financial planning which is client-centered, objective and ethical. As a Fee-Only advisory firm, recommendations are untainted by any type of fee received from the vendors of financial products, including investment funds, money managers and insurance companies. Fee-Only advisors provide consumers and institutions with comprehensive and objective financial advice on a "Fee-Only" basis, keeping only the best interests of the client in mind - with neither the advisor nor any related party receiving compensation contingent on the purchase or sale of a financial product. Learn more at NAPFA.org.
Kevin O'Reilly, CFP® is a member of the Financial Planning Association™ (FPA), a membership organization for the financial planning community. FPA is the largest association of professionals dedicated to championing the financial planning process. FPA members are committed to supporting the financial planning process and to helping people make smarter decisions to achieve their goals and dreams. FPA believes that everyone needs professional, objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CERTIFIED FINANCIAL PLANNER™ certificant. Learn more at www.fpanet.org.