After a successful career with a large brokerage firm, Bill Reiner opened the doors of Reiner Financial Group, LLC in 2005. His passion for client service and need for independence formed the core of this practice. Since 2005, the firm has grown to become a go-to for individuals, families, and corporate clients who need practical financial advice and consulting. When an individual walks through our doors, they are treated with respect and courtesy. Our team works to understand each client and offer objective recommendations that work in their best interest.
About Bill Reiner, CFP®, ChFC®
Bill has been in the financial industry since 1995. Before opening Reiner Financial Group, he rose through the ranks of a large brokerage house, earning numerous company awards and accolades. Clients work with Bill because of his honesty and unwavering devotion to superior client service. He helps clients discover what financial solutions work best for them in their particular situation. When taking on new clients, he works diligently to gain their trust and help them understand the investments he recommends.
Bill graduated from Temple University, earning both a bachelor’s and master’s degree in business administration. He holds FINRA Series 7, 24, 51, and 63 licenses, as well as various health and insurance licenses. As testaments to his dedication to client service, Bill is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant®.
In his free time, Bill volunteers at a variety of charities and non-profit organizations. As a person with a passion for education, his current commitments include helping the youth sports in his community and the Boy Scouts of America. When not working or volunteering, Bill relaxes at home with his wife, Maria, and their children, Emily, Will, Cole, and Brady. They reside in scenic Buckingham, Pennsylvania.
About Donna Kendrick
Donna is the newest member adding to the Reiner Financial family. Donna focuses her practice on financial planning for families with a focus on women and families in transition. Being an independent advisor allows Donna the ability to follow her passion for helping parents prepare their futures, and to help them navigate the sudden changes life puts forward. Born and raised in the Philadelphia area, Donna graduated from Penn State University in 1995 with a bachelor’s in Management Science and Information Systems/Quantitative Business Analysis and achieved her master’s from Eastern University in 1999. Donna’s career began in business management over 20 years ago and she has lived and worked internationally for several years returning stateside in 2011. She holds the Series 7, 66, and PA Accident and Health, Life and Fixed Annuities.
Donna is an avid long distance runner who turns her passion into an ability to raise funds for local causes. Donna founded Team Kendrick, a running group, whose members have helped raise donations to Safe Harbor, a grief counseling program provided free of charge to children after the loss of a parent, sibling or caregiver. Donna also spends her free time running around with her three kids Connor, Katie, and James and volunteering at their baseball, football, field hockey and lacrosse fields. Donna and the kids enjoy living in the community of Springfield Township, Wyndmoor, PA.
Check the background of investment professionals on FINRA’s BrokerCheck.
About Karen Bernard
Karen brings over 10 years of financial service experience to Reiner Financial. Karen serves as our paraplanner and client service administrator. She began her career at EF Hutton and Paine Webber as a registered sales assistant in Philadelphia. After raising her family, she has worked most recently at First Niagara Bank here in Doylestown. She is happy to be working with independent advisors, and looks forward to serving you.
Karen lives in Doylestown with her three children, Kyle, Josh, and Justina.
Just as you take great care in deciding which financial professional fits your lifestyle, we have spent countless hours choosing a broker-dealer that fits ours. Reiner Financial Group, LLC chose one of the most respected independent broker-dealers in the industry, Cambridge Investment Research, Inc. Cambridge provides the resources needed to deliver a wide variety of investment options and gives us the autonomy to run our business with your interests in mind.
By partnering with an independent broker-dealer, we do not have sales quotas to reach, nor are we limited by the products we offer. With Cambridge, you can trust that we will always follow your goals and help you succeed. Corporate interests are not a factor in our relationship with you.