Harvey Reiner, AIF®, RICP®

For over 25 years, I’ve helped individuals and families make smart financial decisions and build lasting confidence in their futures. As a fiduciary financial advisor, I combine personalized investment management with financial planning that adjusts as your life changes.

Before founding Valiant Standard Wealth Management, I spent 12 years at Xceed Federal Credit Union (while it was affiliated with Xerox Corporation) and also held roles at HSBC, AXA Advisors and Morgan Stanley. That experience gave me firsthand insight into corporate retirement benefits and the importance of planning beyond the obvious.

I hold FINRA Series 7 and 66 licenses and earned my Bachelor of Science from Michigan State University. Raised in Detroit and now based in Rochester, NY, I bring a grounded, practical perspective to financial conversations, shaped by real‑life lessons about money, resilience and long‑term planning. Outside of work, I enjoy home improvement projects, exploring the outdoors and good conversations with friends and family.