Kevin Reiner is the lead financial planner on The Frontier Group, where he oversees financial planning and focuses on the three key pillars of wealth planning: growth, preservation and transfer of assets. An innate problem solver with a disciplined planning process, Kevin works with business owners, high net worth families, institutions and their corporate executives to identify and analyze financial opportunities that both address their short and long-term needs to make their lives simpler.
Prior to joining UBS in 2012, Kevin spent 12 years at Morgan Stanley as a financial advisor. Kevin’s years of experience and advanced planning background are important examples of The Frontier Group’s commitment to identifying and analyzing the financial challenges clients face. He earned the Certified Private Wealth Advisor® and the Certified Exit Planning Advisor certification through The University of Chicago Booth School of Business. Kevin is also a CERTIFIED FINANCIAL PLANNER™ and has earned the Certified Divorce Financial Analyst® designation. In addition, Kevin maintains the Series 7, 31, 66 securities licenses and is a life and health insurance agent.
He is a member of the Financial Planning Association, Business Networking International (BNI), Exit Planning Institute, Institute for Divorce Financial Analysts (IDFA™), Hackensack Golf Club and the Indian Trail Club.
Kevin and his wife, Rachel, live in Wyckoff with their three children: Austin, Mila and Colton. They are proud benefactors of the Mama Mare Breast Cancer Foundation, as well as the Penn State Dance Marathon, an organization that supports pediatric cancer research and patient care. Kevin studied business management at William Paterson University and international business at Macquarie University in Sydney, Australia. He is an avid golfer and loves spending time with his family.
Registered States:
AZ, CA, CO, CT, DE, FL, MA, MD, MN, NC, NJ, NY, PA, RI, SC, SD, TX, UT, VA, WA