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Rainer Schertel

Retirement Plan Consultant & Investment Advisor


About Rainer

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: Accredited Investment Fiduciary® (AIF®), Certified Plan Fiduciary Advisor (CPFA®) and Qualified 401(k) Administrator (QKA®).

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

For more information about professional designations, visit: