David Giertz Helps People Plan For Their Future

David Giertz is a financial advisor with over 30 years of experience in the industry. He had a successful career as the President of Nationwide Financial’s Sales and Distribution Organization. His skills and expertise helped the company increase their sales by over $6 billion in revenue. David earned his BS degree from Millikin University and received his MBA from the University of Miami.

David Giertz understands the importance of valuing his employees and staying connected with them. To help prevent top performers from “jumping ship,” he brought them together with senior executives to attend yearly development workshops. This allowed them to collaborate together to come up with ways the business and themselves can improve. The workshops motivated the employees to want to develop future leadership skills. This was a valuable strategy that resulted in a reduction in employee turnover.

David and his organization performed a study that concluded that 30% of retirees were receiving benefits much smaller than they wanted. Most people believe they only need to start building their retirement nest egg later on in life. However, David teaches his clients how to plan for their future early to ensure a comfortable retirement.

David likes to start his day as early as possible so he can organize, assess, and strategize his schedule. Just like in his workshops, David collaborates with colleagues, business associates, and customers on a daily basis. Before he ends his day, David resolves any pending issues and then prepares for the following morning. Giertz is fascinated with the changing technology, and when combined with human talent, it can set businesses apart.

David Giertz understands the importance of hard work. He was raised by a modest family and had to put himself through college. His mother gave him advice in high school saying: “Work hard, be positive, and learn something new every day.” He started out working several odd-jobs where he learned the value of treating others with respect. Working as a team is very important to him no matter what role they play within an organization. He expresses that he has been very fortunate in building an extensive network of people from diverse backgrounds.