David Giertz is passing out critical advice to financial advisors about the state of Social Security. He has noticed that many advisors are working around the issue. This is not uncommon in the industry. Social Security is a complicated subject that includes 2700 different rules that must be thoroughly understood in order to be explained properly. Advisors tend to skip around this subject and paint a broad picture for their clients. However, retirees are starting to become more curious about Social Security and how it will affect them in the future.
David notes that implementing Social Security at the incorrect time can cause the retiree to loss a great deal of money in the long run. Giertz has also become aware of the fact that clients are leaving their advisors due to disappointment over lack of information. They will not hesitate to sever their relationship and seek new representation if they are not thoroughly educated on the subject of Social Security.
David Giertz has spent over 30 years in the financial services industry. His experience has been proven to bring a great deal of leverage strategy and skills that build a profitable situation for his clients. David was the President of Nationwide Financials Sales and Distribution organization. He pushed the company to new heights and posted a number of 17.8 billion in revenue over the previous 11 billion during his tenure. Giertz went on to exceed expectations by implementing a wholesale strategy to the private sector, life insurance, mutual funds and retirement plans through banks.
David was the leader of Financial Institutions Bank channel in 2004. The organization acquired Warehouse Distribution channel by 2009. David is a trusted business coach who became part of Nationwide in 1999. He was appointed to the office of Regional Vice President and set up his offices in Miami Florida. David elevated the revenue up to 40% in his area, which was made up of seven states, as well as Puerto Rico.
David Giertz worked with Citigroup before he was offered a position at Nationwide. He spent 10 years with Citigroup as a financial services advisor, then moved up to the position of Area Director.
David Giertz is an active member of the community and works with several organizations. He is the Chairman of the Board of Trustees with Millikin University. Giertz also served nine years as the Budget and Finance Committee Chairman. David is proud of his tenure as a member of the Board of Directors of the Girl Scouts of Broward County.
David’s educational background includes an MBA from the University of Miami and a BS from Millikin University.
Find out more about David Giertz: https://www.bloomberg.com/research/stocks/private/person.asp?personId=232405062&privcapId=359385