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National Financials’ Senior Vice President Explains Social Security Issues to Members

Everyone who is getting older is concerned about social security and a DNA Survey Nelson NHY financial Retirement Institute survey is therefore of a concern to people getting close to retirement age, so says David Giertz, President of Nationwide Financial sales and distribution organization.
Giertz has also been the President, Senior Vice President and Director for some other Nationwide businesses. Prior to being President, he was Vice President of Nationwide Financial Services between 2009 and 2013, as well as Vice President of sales between 2004 and 2009.

Giertz explained that four in five people in this situation told their financial advisors that they would change advisors if the advisor didn’t talk to them about security and their money. A security handbook he mentioned had 2,700 rules, which David Giertz said were very complex and hard to understand for most people, and is something financial advisors should explain to them.

He added that for most people social security is about 40 percent of their expected retirement income on whitepages.com and that if they believe they could lose thousands or hundreds of thousands of dollars, due to a lack of security, then they are very concerned about that fact.

David Giertz’ main job is being a financial advisor. His base of operations is in Columbus, Ohio. He advises people to have a retirement plan in the works and not to rely totally on social security for their retirement income on Spokeo. His affiliations include the Insured Retirement Institute (he is a board member), and he is on the University Board of Trustees at Millikin University. He has an MBA from the University of Miami, Florida and a Bachelor’s Degree from Millikin University.

Reference: https://brokercheck.finra.org/individual/summary/1515515

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