David Giertz is an esteemed financial advisor, having built his reputation over the years. His illustrious career spans over three decades, holding different capacities in various prominent firms in the industry. He is currently a resident of Dublin, Ohio.
He joined the Nationwide Life Insurance Company in 2004, as a distribution and sales manager. His excellent performances made him rise to the helm of the firm within a relatively short time. He is presently the honcho at Nationwide Investment Services. Aside from being a respected economic advisor, David Giertz is an FINRA accredited broker.
David Giertz Interview on Social Security
According to David Giertz, a majority of economic advisors are not availing social security information to their clients. This is rather absurd, given the importance of the matter. A study conducted by Nationwide Financial Retirement Institute showed on moneytips.com that most of the employees approaching retirement and retirees don’t have a clue on the subject of social security.
Furthermore, David added that research indicated that 80% of clients would switch to advisors who provide social security education to them. He attributed the lack of this knowledge to the complex and voluminous nature of the social security handbook. He further encouraged advisors to acquaint themselves with the rules as a measure towards customer retention on angel.co.
Moreover, David Giertz noted that a lot of money was going to waste due to misinformation. A majority of people start to dig up social security coffers before time is due. To combat these losses, which accrue to $300,000 over 25 years, David reiterated the necessity of providing social security education at https://twitter.com/davidgiertz.
In conclusion, David stated that customer retention should not be the only incentive behind the provision of social security education. He added that the education is imperative to ensure that clients enjoy the full benefits of their hard-earned retirement income.
Soon after, he received his big break and began working for PMA, where he was able to work directly with clients. It didn’t take long before he rose all the way to Managing Directory and Co-Head of Business Development. Sam Tabar stayed there for about 6 years, until another big opportunity arose. In 2011, he joined Merrill Lynch where he began to affiliate with the Asia-Pacific region. In 2014, Sam Tabar began managing his own practice and he has began to develop a career of hedge fund management all over the world.
In 2015, Sam Tabar was named the Chief Operating Officer for FullCycle Energy Fund, where he took responsibility for the company’s fund management strategy. Tabar was honored for the position and looked forward to delivering their mission of eliminating high costs. To add to his already impressive list of accomplishments, Tabar has also worked as an attorney for Skadden, Arps, Meagher and Slate & Flom. He was also Editor of the Columbia Business Law Journal. FullCycle Energy Fund’s goal is to invest in new traditional electric generation plants from polluting fuels of high cost, to environmentally friendly and low cost fuel derived from Municipal Solid Waste.
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