David Giertz is noticing an alarming trend with financial advisors as it relates to Social Security. He is sees that advisers are skipping over the topic when briefing their clients during the financial sessions. This is because the Social Security rule book is very complicated. There are more than 2,700 line items that need to be thoroughly studied in order to explain it properly to a client. Advisors are looking to bypass such a daunting task. However, David has discovered that retirees are becoming frustrated with advisers who are not knowledgeable about Social Security. They are aware of the fact that if they do not apply the benefit properly they stand to lose a great deal of money over the coming years. Giertz is determined to rectify the problem and make sure that his firm remains the leader in financial advisement services.
David Giertz has been working in the financial services industry for more than 30 years. His experience and skills promote the type of profitable growth that is expected from his clients. David was the President of Nationwide Financials Sales Distribution Organization at one point. He elevated the company’s bottom line from 11 billion to 17.8 billion in revenue during his leadership.
David Giertz is a business coach that led Financial Institutions Bank Channel in 2004. Financial Institutions Bank Channel went on to acquire the Warehouse Distribution Channel by 2009.
David Giertz became a member of the Nationwide team in 1999 and took on the title of Regional Vice President. He was based in Miami with offices in seven states including Puerto Rico. David pushed the revenue number by 40%. Gertz was with Citigroup prior to coming over to Nationwide. He began as a Financial Services Advisor. David later moved up to Area Director and then earned to the position of Executive Vice President of Sales.
David Giertz is a recognized member with community organizations such as the Board of Trustees and the Budget Finance Committee at Millikin University. David also sits on the Board of Directors for the Girls Scouts of Broward County
David Giertz has an excellent education that includes a bachelor’s degree from Millikin University and also an MBA from the University of Miami.
Find out more about David Giertz: https://www.bloomberg.com/research/stocks/private/person.asp?personId=232405062&privcapId=359385