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About Reiner Financial Group
Successfully serving individuals, families, and businesses for over 20 years, Reiner Financial was formed by Bill Reiner after a successful 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.
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 solutions 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, 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.
About Donna Kendrick, CFP®
Donna is the newest member of the Reiner Financial Group. 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 families 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 with a bachelor’s in Management Science and Information Systems/Quantitative Business Analysis and achieved her master’s from Eastern University.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 Life, Accident and Health Insurance license. Donna is a CERTIFIED FINANCIAL PLANNER™ professional.
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.
Karen serves as
and client service
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.
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.
Registered Representative, Securities offered by Cambridge Investment Research, a broker/dealer, Member FINRA /SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a registered investment advisor. Reiner Financial and Cambridge are not affiliated.
This communication is strictly intended for individuals residing in the states of CA, DE, FL, GA, MA, MD, NJ, NY, PA, and VA. No offers may be made or accepted from any resident outside the specific states referenced.
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