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Kevin Reiner, CFP®, CPWA®, CEPA®, CDFA®
Financial Advisor - Certified Exit Planning Advisor helping business owners plan for the next chapter in life
Kevin Reiner, CFP®, CPWA®, CEPA®, CDFA®, serves as a First Vice President in Wealth Management at UBS. He is a Certified Financial Planner (CFP®) with a focus on helping business owners navigate financial planning for various life transitions. His expertise includes Certified Exit Planning Advisor (CEPA) and Certified Divorce Financial Analyst (CDFA), which equip him to assist clients in both business exit strategies and divorce-related financial matters.
Based in New York City, Kevin Reiner is dedicated to providing tailored financial advice and strategies to meet the unique needs of his clients, emphasizing long-term financial security and effective wealth management. His professional background is highlighted by a commitment to guiding clients through complex financial decisions, ensuring they are well-prepared for their future endeavors.
