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

ubs.com/team/thefrontiergroup

(844) 292-3973

+1 More Number

(201) 441-3965

CONNECT WITH Kevin

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$2,000,000

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.

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® 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.

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

For more information visit our website at ubs.com/workingwithus

FINRA BrokerCheck

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