David Giertz: A Scion of Excellent Financial Advisory

In a survey conducted by Nationwide Financial, it was established that many retirees fail to effectively enjoy the benefits of Social Security due to lack of information. Nationwide Financial president David Giertz also noted that in some cases the information provided by financial advisors was inadequate. This is despite the fact that many of those surveyed noted that they change their financial advisors if they fail to properly advise them on Social Security. One of the commonest reasons cited at for this inability of the financial advisors to provide this all-important financial advice is the enormous number of rules they have to follow during their practice. Financial advisors rule book is comprised of over 2,700 rules, which they have to shift through. Despite the seemingly enormous number of rules to follow, David Giertz believes that advising retirees on Social Security is a fundamental professional undertaking by financial advisors. Failure can lead to loss of income due to loss of clients. It can also dent their reputation in a highly competitive profession.

Professional Certifications

David Giertz is a 30-year industry veteran with a stellar track record of organizational management. One of the success factors that have shaped David Giertz’s long and successful career in the industry is striving to meet the industry certification standards on In addition to his Bachelor’s degree in business management and administration he received from Millikin University, David Giertz has also sat and passed up to four industry-related exams. He also holds a Master of Business Administration from the University of Miami – School of Business. Over fifteen states have certified him as licensed financial advisor. Giertz is also a certified investment broker. To further improve his success in the industry, David Giertz has acquired special skills in retirement planning, mutual funds and financial services. He has also specialized in business administration and management.


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