Category: finance

The Need for Social Security Talks

The wall street journal wealth advisor columnist recently called upon the Nationwide Financial Distributors’ president, David Giertz to comment on the most avoided topic by most financial advisers. In most of the cases most of the financial advisers omit to speak about social security to their clients. In a study conducted 4 out of 5 of the surveyed people ascertained that they would switch their financial adviser if they failed to speak to them about the topic. David Giertz commented saying that many of the advisors failed to do so because social security is wide and involves a lot of rules that most of the advisors do not fully understand. Advisors need to consider this because it is an integral part of the retirement planning process since it could affect almost 40% of the retirement income.

 

 

David Giertz is a very experienced person in the financial industry. He began his career in 1988 and has worked in the industry for more than 30 years. He has successfully undertaken and passed four major exams namely; Municipal Securities principle, General securities principal examinations, general securities representative examination and uniform securities agent state law examination. He currently works as an advisor at Worldwide Investment Service Corporation alongside other advisors such as Daniel Hopler, Austin Mckey, Alex Cushing and jenna Augestein.

 

 

The FNRA licenced broker does brokerage jobs at the firm aside from advising on financial matters. Most of his brokerage activities revolve around the purchase and sale of securities in life insurance annuities and he is also a mutual fund underwriter. He joined Nationwide in 2013 and has been its sales and financial distribution vice-president ever since. He has also served in other nationwide companies as either a president or a senior vice president. The company is situated in Columbus, Ohio and it offers portfolio management for individual clients. https://angel.co/david-giertz