With over 30 years of experience in the financial industry, David Giertz is a veteran of the field. He has served as both a financial adviser and as an executive in the industry. He specializes in retirement planning and the issues that surround social security on financial-advisors.credio.com. He is from Dublin Ohio and earned his Bachelor’s degree from Millikin University in Decatur, Illinois, and he attended the University of Miami in order to earn his MBA.
David Giertz spent the first 10 years of his professional career at Citigroup. He started out as a Financial Services Advisor and in this position set up the investment portfolios for his clients, making adjustments as market conditioned changed as the client got closer to retirement and so needed to be invested more conservatively. Eventually, David Giertz became an Area Director where he was responsible for a group of financial advisers under him. His last role at Citigroup was as an Executive Vice President of Sales where he excelled by regularly beating corporate goals.
In 1999, David Giertz joined Nationwide. He was based in Miami, Florida and was a Regional Vice President according to soundcloud.com. His region was the seven states that make up the Southeast Territory of the United States plus Puerto Rico. He was once again very successful in this position as well, increasing the revenue generated by his region by almost 50%. Over the years he earned a number of promotions including leading Nationwide’s Financial Institutions Bank division.
The last position that Giertz held at Nationwide was a President of their sales and distribution subsidiary. Under his leadership, this subsidiary grew from $11 billion in annual revenues to almost $18 billion in annual revenues. The financial products this subsidiary sells includes retirement plans, annuities, life insurance, mutual funds, and specialty markets.
Over the years, David Giertz has cautioned people to be careful when deciding to start taking social security. Small mistakes during this time can balloon into huge problems down the road. Most people rely on social security to make up 40% or even more of their post-retirement income stream at https://angel.co/david-giertz. He is an expert at creating plans for people so that they know when to take social security and how to factor it into their budgets.