Financial Advisor; David Giertz

Mr. David Giertz was the President of Nationwide financial Sales and distribution Organizations. He completed his schooling with a Bachelor of Science from The University of Miami and did Executive MBA studies from The Millikin University. He has the experience of thirty years in the financial industry. Giertz joined a Citigroup and started his career as a financial service advisor and got promoted to Area Director and finally became Executive Vice President of sales. He worked with many organizations, In The Millikin University, he was the chairperson of the board of trustees. He chaired the budget and finance committee, has also worked for the Board of Directors for the Girl Scouts of Broward County and the Fort Lauderdale Chamber of Commerce.

David Giertz joined Nationwide in 1999 as Regional Vise president they’ve he increased the revenue by 45% in southeast territory which included seven states and Puerto Rico and his results were impressive and the company grew from $11 billion to $17.8 billion. He was the mastermind behind all the plans and were led under his guidance. Giertz administered mutual funds through the bank, life insurance and all other schemes launched by banks and private firms.

David achieved a world-class opinion by the associate. And his scores increased from 4.41% to 4.63%. He empowered the culture of coaching by certifying more than a hundred leaders as business coaches. He was certified with WABC for being a business coach.

People who have retired or will retire don’t understand the concept of social security. 86% of people who will retire had failed to identify the factors that go into determining the number of their social security benefits. Many of them think they can take social security after sixty-two years of age. Some understand the reduction in their benefits but don’t know how much reduction is caused. It’s the time that financial advisors should tell their clients about their retirement plans and explain them social security and provide them the plans which are fruitful to them. As in today’s world, everything is available on the internet so always have a double check and be safe from being fooled.

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