In a recent interview with financial retirement expert, David Giertz, he talks about social security and how advisors need to speak to their clients about this topic. Giertz specifically addresses the importance of advisors talking about social security, something which most advisors are not talking about. Giertz mentions how, through a survey, clients are advised about social security. He mentions how the social security handbook is 2700 rules that not all advisors are adept at. The final part of the interview David Giertz discusses the value of clients optimizing their retirement with social security.
David Giertz’s role in the financial sector addresses how much he has accomplished throughout his career. An online source at Bloomberg.com gives a list of Giertz’s accomplishments. He started making a name for himself in 2004 when he became vice president of NF Sales, which lasted until 2009. He then serviced as Vice-President of Sales with FI/WH, from 2009-2013 at http://www.wsj.com/video/speak-to-your-clients-about-social-security/8B2F5FA4-B0E8-4D71-A1E3-D29AA2711CC5.html. His career continued to blossom when in 2013 he became president of Nationwide Financial Distributors Inc. His role further expands in Nationwide as President, Senior Vice President and Director in other areas of this organization.
On Giertz’s Linkedin profile offers more insight into his successful career. His profile details his experience in the financial sector. With 30 years of experience in the financial sector, Giertz has adept in financial sales and and distribution organization on Finra. Specifically, he is in charge of wholesale strategy and distribution of private-sector retirement plans, as well as other duties.
David Giertz’s interview and career accomplishments shows how knowledgable he is about social security, retirement, and other financial areas on Facebook. It shows how influential he is to others in providing financial advice.