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Rainer Schertel

Retirement Plan Consultant & Investment Advisor


About Rainer

Rainer Schertel is a Retirement Relationship Manager at Everhart Advisors. Rainer has over 4 years of experience in the financial services industry and working directly with retirement plan participants. 

Rainer has worked with the education team and prepared fiduciary plan reviews for corporate retirement plan clients. Rainer has enhanced many of the retirement team’s internal processes and developed internal systems for corporate client management. 

Today, Rainer works with small-to-medium-sized businesses to maximize the utility of their corporate retirement plan and helps create efficiencies in their plan design to improve participant outcomes. Rainer believes costs and fee transparency are crucial components to operating a successful retirement plan. Rainer also believes that retirement is unique to everyone’s financial situation and with the proper guidance/behavioral training, is achievable for all. 

Rainer has earned professional designations from the American Society of Pension Professionals and Actuaries such as his: Certified Plan Fiduciary AdvisorTM (CPFA) and Qualified 401(k) Administrator® (QKA). Rainer also holds State Insurance Licenses in Life, Accident & Health. 

Rainer Schertel has a Bachelor of Business Administration in Finance from The University of Cincinnati.

For more information about professional designations, visit: