David Giertz Talks about Social Security on WSJ Wealth Adviser

David Giertz or otherwise known as Dave Giertz is a FINRA-registered broker with a vast record of accomplishment on Instagram. Currently, he serves as the president of the Nationwide Financial Distributors at Nationwide Financial. For this reason, he is widely consulted on financial matters or issues affecting the financial sector.

Veronica Dagher, a Wall Street Journal Wealth Adviser columnist, held an interview with David Giertz. The Interview mainly touched on the necessity of financial advisers like David to talk to their customers on matters about social security. A survey executed by the Nationwide Financial Retirement Institute by SoundCloud.com revealed that most advisers were not talking to their clients about social security. In fact, four out of five customers claimed that they would switch their adviser if they did not advise them on social security.

According to David, the complexity of the social security handbook was the main reason why advisers were avoiding the topic. The handbook has 2700 rules, which makes it even more complex. Financial advisers need to take the social security issue seriously since it could make up to 40% of their client’s income retirement planning process.

Read more: These big mistakes will result in smaller Social Security checks

About David Giertz

David Giertz is a prominent financial advisor currently working with the Nationwide Investment Services Corporation situated in Dublin, Ohio. He commands considerable professional respect in the financial world due to his vast experience spanning for more than 30 years. His illustrious career kick started at Skokie Federal Savings in Skokie Illinois. He joined Nationwide in 1999 after working for several financial companies including Financial Horizons Security Corporation and Citicorp Investment Services.

Throughout his career, David Giertz has passed four certifications or examinations, which have propelled him to be a well sought-after financial expert at https://vimeo.com/davidgiertz. The passed exams include the Municipal Securities Principal, General Securities Principal Examination, Uniform Securities Agent State Law Examination and General Securities Representative Examination. As a FINRA registered broker, he has served in the capacity of Senior Vice President of Nationwide Financial Distribution and Sales at Dublin-based Nationwide Life Insurance Company.

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