David Giertz is a financial expert who thinks that more professionals in the field should talk to their clients about Social Security. He finds it odd that many seem to avoid the topic when working with clients. As such, there are millions of people who are mere years away from collecting Social Security. There are also millions receiving Social Security that could use timely investment information.
According to some experts, 80 percent of people concerned about Social Security, will eventually change advisors if Social Security is not a part of the discussion. As such, Social Security does happen to be a complex subject. This may be a reason why so many advisors avoid the topic. No doubt they are losing business. Clients, with the right information, are better able to optimize their retirement income.
Currently, Giertz serves as President of Nationwide Financial Distributors. He has held this position since 2013. With over three decades of experience, Giertz holds a FINRA registration as a broker. He can work for larger firms that sell securities if he chooses to. He received his MBA from Millikin University.
His past experience includes working at Citigroup for a decade as a financial services advisor. The company eventually promoted him to the position of Executive Vice President of Sales. He successfully exceeded every goal placed before him. David Giertz also understands the importance of getting involved with community organizations. Several of these include Millikin University Board of Trustees, work as an industry arbitrator for FINRA, the Girl Scouts of Broward County, and Fort Lauderdale’s Chamber of Commerce.