John M. Kilroy, CPA, CFP®

John M. Kilroy, CPA, CFP®

Partner

John is a Certified Public Accountant (CPA) and a Certified Financial Planner™ professional (CFP®) with a bachelor's degree from Villanova University. He is an investment advisor representative and registered representative with American Portfolios. He holds the following securities licenses: Series 7, 66, 24. He specializes in tax planning and preparation for individuals, corporations, partnerships, estates and trusts

Personal and Family

John is married to Arpi, who volunteers in many charitable causes throughout the area. Their son Kyle is a student at Temple University. They have lived in Phoenixville, PA since 1999.

Financial Experience

John worked at Vanguard for 18 years where he was a specialist in wealth and estate planning. John is a member of the Pennsylvania Institute of Certified Public Accountants and the Financial Planning Association (FPA). Within the FPA John has served as a Board Member of the Philadelphia Tri-State chapter and on its education and finance committees.

Phone 610-374-3556
Fax 610-374-3547