David Giertz: A Shining a Light on Opportunity for Financial Advisors and Their Clients

On June 11, 2014, the WSJ Wealth Advisor published an interview conducted by one of their columnists, Veronica Dagher, in which she talks with Dave Giertz, then President of Nationwide Financial Distributors at Nationwide Financials. The two discussed the lack of attention that financial advisors were paying to the subject of Social Security and their client’s retirement plans at https://twitter.com/davidgiertz .

Mr. David Giertz referred to a Nationwide Financials survey whose findings highlighted that for many people Social Security benefits comprise about 40% of total retirement income. That percentage represents a significant portion that when left out of the conversation could have critical implications for clients and advisors reported on soundcloud.com. Advisors who are hesitant to broach the subject may lose customers to the competition who are willing to discuss Social Security.

Social Security benefits as part of retirement is a complicated issue on Vimeo. Advisors prefer not talking about it to making mistakes; however, that approach can cost clients and advisors enormous amounts of money. Nationwide surveys show that turning on Social Security too early could cost retirees several hundred thousand dollars over twenty-five years.

During his years at Nationwide Financial David Giertz held several positions including Financial Advisor, Senior Vice President-Nationwide Financial Distribution and Sales at Nationwide Life Insurance Company, and President, Senior Vice President and Director for several other Nationwide companies.

Mr. Giertz maintains several registrations including one with the Financial Industry Regulatory Authority (FINRA) as a Broker. He has over 30 years of experience in the financial industry. His education includes an MBA from the University of Miami.

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