Dave Giertz and Social Security Concerns

Dave Giertz is the current president of Nationwide Financial Distributors, Inc. He attended the University of Miami and then Millikin University where he received a Bachelor of Science and Executive MBA respectively. In addition, he has passed four financial advisor certifications. Dave has managed to consistently provide large profits and administrative charge throughout all organizations he has led. For instance, before his tenure with Nationwide Financial, Dave started as a financial service advisor at Citigroup, then became the Executive Vice President of Sales – where he would display his charge by exceeding the company’s goals.

In a recent interview with The Wall Street Journal Wealth Adviser, ¬†David Giertz voiced his concern and expert opinion on the subject of advisers not speaking to their clients about social security. Giertz states that in a recent survey, “Most people say that their advisers aren’t talking to them about social security. In our survey, it also showed that four out of five people would change their advisers if they weren’t talking about social security.” Moreover, Gierz highly recommends that advisers start talking to their clients about Social Security because it can be upwards of “40 percent” of the client’s financial income. Consequently, if clients were to “turn on Social Security too early, they could lose up to $300,000 over 25 years.” In essence, the client can expect to lose a significant portion of capital if they are unaware of Social Security, and it is all up to the financial advisor to provide them the details.

Today, with over three decades of experience and positions such as Senior Vice President, President, Director of Sales, and Vice-President of sales, Giertz is involved with other projects, not just Nationwide Financial Distribution, Inc. For example, he sells securities such as bonds, stocks, mutual funds, and other investment entities.

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