During an interview, David Giertz addressed the fact that many financial advisors fail to address social security with their clients. And one possible reason is the fact that social security related laws and rules are not only lengthy, but also challenging to clearly understand. He bases his findings on a survey conducted by National Financial Retirement Institute, which further indicates that clients may leave an advisor if they fail to mention social security, because it makes up to 40 percent of a retiree’s income according to Instagram.
During the same year, he was named president of Nationwide Financial Distributors Inc. Mr. Giertz has been associated with at least one of the Nationwide companies since 2004.
His current role he is accountable for:
• Strategy; and
• Distribution of private-sector retirement plans, life insurance, annuities, specialty markets and mutual funds through banks, independent broker/dealers, regional firms and wirehouses.
A graduate of Milliken University, located in Decatur, Illinois with a bachelor’s degree in business administration and management, Dave continued his education at the University of Miami to gain his Master of Business Administration degree in 2003.
With more than 30 years of experience in financial services, David Giertz is well endorsed as an expert in that field as well as mutual funds, and retirement planning. Currently making his home in the Columbus, Ohio area, Dave stays involved in community efforts and serves on the Board of Trustees with Milliken University. Financial Industry Regulatory Authority (FINRA), is an independent, non-profit organization committed to the safety of investors and market integrity on SoundCloud.comW. Mr. Giertz serves as an industry arbitrator there.