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About Reiner Financial Group

Enthusiastically serving individuals, families, and businesses for over 20 years, Reiner Financial was formed by Bill Reiner after a decade as an advisor and leader in the financial industry. Bill’s passion for excellence in client service and personal attention has resulted in a strong and dedicated client base.

The firm currently supports hundreds of clients with practical, individualized financial advice and planning. Reiner Financial makes its home in historic Doylestown, Pa.

Clients work
with Bill because
of his honesty
and unwavering
devotion to
superior client
service.

Reach out to Bill at:

      

Bill Reiner Financial Advisor in Doylestown, PA

About Bill Reiner, CFP®, ChFC®.

Bill over 25 years of experience as a financial advisor. Before opening Reiner Financial Group, he began his career with a large brokerage house, earning numerous company awards and accolades as both an advisor and leader. He has built Reiner Financial Group through his commitment to his clients and unwavering devotion to superior client service. He helps clients discover what financial strategies work best for them in their unique situation and takes pride in explaining complex financial strategies and concepts in simple to understand terms. When working with new clients, he works diligently to gain their trust and help them understand the strategies he recommends.

Bill was born and raised in Philadelphia. He 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 through LPL Financial, 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 with youth sports in his community and the Boy Scouts of America. Bill also works as an adjunct professor in the graduate school at a local university teaching finance and leadership. When not working or volunteering, he enjoys aviation as a private pilot, the outdoors and fitness. Bill’s family includes his wife, Maria, and their children, Emily, Will, Cole, and Brady. They reside in scenic Buckingham, Pennsylvania.

Karen serves as
our paraplanner
and client service
administrator.

Karen Bernard Retirement Planning Doylestown PA

About Karen Bernard

Karen brings over 15 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 Jamison and has three children: Kyle, Josh, and Justina.

About LPL Financial

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. 

For more information about LPL Financial, visit www.lpl.com.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: AZ, DE, FL, MD, NC, NJ, OH, PA, TX and VA.  Please note that not all of the investments and services mentioned are available in every state.

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