Kevin  Reiner,  CFP<sup>&reg;</sup> - Financial Advisor

Kevin Reiner, CFP®

CPWA®CEPA® CDFA®

Senior Vice President

UBS Financial Services

61 S Paramus Rd, Mack Center IV
Paramus, NJ 07652
FINANCIAL ADVISOR'S WEBSITE
(844) 292-3973
(201) 441-3965
CONNECT WITH Kevin
  • linkedin link

General

Kevin Reiner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBS Financial Services in Paramus, NJ and the surrounding communities.

Financial Advisor Overview

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.

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Financial Advisor Experience

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® certification through The University of Chicago Booth School of Business. Kevin is also a Certified financial planner™ and has earned the Certified Exit Planning Advisor and Certified Divorce Financial Analyst designations. In addition, Kevin maintains the Series 7, 31, 66 securities licenses and is a life and health insurance agent.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 31, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Private Wealth Advisor®(CPWA®) , Certified Divorce Financial Anaylst (CDFA®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

UBS Financial Services Inc.

Broker-Dealer Disclaimer

Important information about Advisory & Brokerage Services It is important that you understand the ways in which UBS Financial Services Inc. (UBS) conducts business and the applicable laws
and regulations that govern the firm. As a firm providing wealth management services to clients, UBS is registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser and
a broker-dealer, offering both investment advisory and brokerage services.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Corporate Finance, Estate Planning, Employee Benefits, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources