David Giertz graduated from Miami University with a degree in business administration and management. David Giertz is a registered broker with FINRA, which means he is in the business of buying and selling stocks and mutual funds. He has worked as Senior Vice President-Nationwide Financial Distribution and Sales at Nationwide Life Insurance company since April of 2013 at https://twitter.com/davidgiertz. Giertz also serves as President of Nationwide Financial Distributors and several other companies.
David has over 30 years of experience in the financial industry and has been accredited as a broker through the State Securities Law Exam, General Industry and Products Exam. He is not just a financial broker, but he is a specialist in investment planning for retirement such as social security.
The Wall Street Journal recently did an interview with Dave Giertz, where they discussed the importance of social security and why people should pay more attention to it. He also conducted a survey where many people stated that their advisors were not discussing social security with them. This means that a majority of people who have the right social security plans may not receiving all of the benefits they could be presented with.
Giertz revealed some valuable information in the WSJ interview to help financial advisors understand the importance of talking to their customers about social security. The interview on soundcloud.com also revealed several facts about social security, one being that it can take up about 40% of your retirement planning process. Dave also pointed out that those who turn onto social security too early can lose up to $300,000 over 25 years on Vimeo. Clients need more advisors like Dave Giertz, who are honest and take the time to help clients understand their financial situation.