iValue Financial Planning

CONNECT

Address:

1436 Penn Ave Suite B
Wyomissing, PA 19610

Phone:

610-374-3556

Fax/Other:

610-374-3547

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 high school student at Devon Prep. 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
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck