David Giertz has been making an effort to bring more attention to the subject of Social Security. He is noticing that financial advisors within the industry are not speaking to their clients about this sensitive matter. It is not uncommon for financial advisors to glaze over the Social Security topic. The Social Security ledger has up to 2700 rules that need to be learned in order for an advisor to explain it properly.
It is complicated and often passed over in conversation. However, David Giertz has done his own research and discovered that clients are becoming more aware of their status in relation to Social Security. They have shown dissatisfaction with their advisors. Many have chosen to move on to new agencies if they are not counselled properly about their options. Giertz understands the concern. There is a great deal of loss that goes into misappropriation of Social Security benefits. Retirees stand to miss out on needed money if they implement Social Security at the inappropriate time.
David Giertz is a 30-year veteran of the financial services industry. He has been able to use strategy and innovative skills to bring profitable growth to the organizations he has worked with. David spent time as the President of Nationwide Financials Sales and Distribution Organization. He was directly involved with elevating the company’s revenue bottom line from 11 billion to 17.8 billion. David Giertz continuously displayed his successful work ethic by implementing wholesale strategy for private-sector retirement plans, annuities, life insurance and mutual funds.
David Giertz is an experienced business coach who led Financial Institutions Bank Channel in 2004. Warehouse Distribution Channel was acquired by Financial Institutions Bank Channel in 2009 under his leadership. David Giertz began his time at Nationwide in 1999 where he took on the role of Regional Vice President. He was based in Miami and had the responsibility of seven states, which included Puerto Rico.
David Gertz had a successful 10 year run at Citigroup before coming over to Nationwide. He held the title of Financial Services Advisor. However, Giertz quickly moved up to Area Director at Citigroup. The title of Executive Vice President of Sales soon followed where he continued a successful record of achievement.
David Giertz is a passionate member of community organizations and currently sits on the Board of Trustees at Millikin University. David is also the Chairman of the Board of the Budget and Finance Committee. Giertz is proud of his time as a board member of the Girl Scouts of Broward County.
David Giertz has built a successful career that started with an education from the University of Miami as well as Millikin University.
Find out more about David Giertz: https://patch.com/ohio/cincinnati/learning-meaningful-retirement-planning-industry-expert-david-giertz