Category Archives: Investor
David Giertz’s Highlights On Financial Retirement Planning

Most people plan for their finances when they reach their retirement ages. Others opt for early retirement without clear knowledge on the basics for smooth retirement. David Giertz, a revered financial expert, offers important lessons on how to prepare for retirement financially. For one to save for early retirement, he or she should consider other income opportunities to substitute his or her salaries, however big. Income opportunities can be in the form of investment. David Giertz said that before investing it is important for one to understand the amount of money that he will need after retirement. Conventionally, an individual is required to save at least six times the annual income. Moreover, it is imperative to select a flexible retirement plan. David contends that there is need for an individual to have a brokerage account and a health savings account. These accounts play an instrumental role in complementing one’s retirement savings account.

About David Giertz

David Giertz boasts of three decades of experience in the financial industry. He is ranked among the leading in the United States. The visionary leader has rendered his services for numerous companies. In these corporations, David has been pivotal in enhancing their growth and profitability margins. In his illustrious career, the executive has worked closely with various community organizations. He is an industry arbiter at FINRA and a business coach at WABC. David Giertz is a proud alumnus of Millikin University where he graduated with a Bachelor’s of Science degree. Later, he enrolled at the esteemed University of Miami where he earned his MBA.

David Giertz is the president of sales and distribution at Nationwide Financial Services. Nationwide Financial Company offers innovative financial services, including annuities, retirement plans, mutual funds, and life insurance. The Fortune 500 Company has been in operation for 90 years. By 2015, the noble corporation’s operating revenue was $26 billion. Previously, David worked as a senior vice president for financial distribution and sales for Nationwide Life Insurance Company. He also served as the president and director in various subsidiaries. David Giertz worked for FI/WH as the vice president in charge of sales. The visionary leader served in the same capacity at Bank Channel.

Understanding Felipe Montoro Jens

An established entrepreneur, Felipe Montoro Jens is known the world over when it comes to his outstanding leadership skills. He is also an active philanthropist who is involved in many charitable causes. Felipe Montoro also serves in a number of premier companies where he sits on the board of directors. Currently, Felipe Montoro works with the Terna SPA where he serves in the department of finance and project development. He also served at Enron where he was in charge of the financial department. Felipe Montoro also served at the PriceWaterhouse Coopers and was responsible for consulting and auditing. Over the years, Felipe has managed to earn a reputation as one of the most influential and respected leaders in his country.

Felipe Montoro Jens has a very extensive educational background which he says contributes to part of the success that he now enjoys. He is a graduate from the prestigious Fundao Getito Vargas where he was able to earn his Bachelor’s Degree in Business Administration. Felipe Montoro also attended the Thunderbird which is based in the United States and acquired his postgraduate degree in International Management. Apart from being as successful leader, Felipe Montoro is also an established public speaker. At 2011, Felipe Montoro served as a guest speaker at the World Economic Forum which was held in Latin America.

Felipe attributes his success to hard work, commitment, discipline and passion. At all the companies that he has worked at, he has been able to steer them achieving massive success and growth. Felipe Montoro serves as a mentor and a role model to many upcoming entrepreneurs. Although he was born in a family of humble beginnings, Felipe Montoro was able to work hard and risen over the years to become one of the most successful and popular personalities in his country an all over the world.

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How Did Andrew Rocklage Get To Where He Is Now?

Breaking into the business world is not an easy task. Being successful in the business world is even harder. Not only did Andrew Rocklage make a name or himself in the business world but he did so by being wildly successful. Andrew Rocklage has built a career that is impressive for anyone, but considering he is still so young, it makes his accomplishments even more astounding.


Business had always been a passion for him, but after graduating from business school, Andrew Rocklage decided to go to law school. It was at Suffolk University Law School that he studied and attained his Juris Doctor. After graduating from law school, Andrew Rocklage knew that he wanted to get into business for himself and that is exactly what he did.


As a young mind and innovator, Andrew Rocklage looked at things differently, and through this vision has been able to create something amazing. Sky Zone Trampoline Park is a fun place or family and friends to jump around and have fun while getting in a good workout. There are many trampoline parks out there, but with Andrew Rocklage’s unique take on things, he managed to great a park that is talked about all over the country.


Andrew Rocklage does things a little differently at his business. His trampoline park takes things to the next level and his unique take on things is something he believed helped make his business so successful. Along with his unique take on things, Andrew Rocklage also personally interacts and screens potential workers to ensure that only the best are working for him. He wants to ensure that customers have a fantastic time by ensuring that the staff if not only qualified but is capable of having fun with the customers as well.


Andrew Rocklage was devoted to creating a business that did things differently, and that’s what he did. He used his unique vision to his advantage and created a business that flourished. In the future he wants to expand on his business and in the corporate world in general. Seeing at how successful he already is, it is exciting to see what he will achieve in the future.


Scott Rocklage: Investor, Leader, and Researcher

Dr. Scott Rocklage is a medical researcher and business executive. Rocklage has more than two decades of experience in the health sector. Rocklage has held many executive positions over the years. Rocklage holds a Bachelor’s degree in Chemistry from the University of California, Berkeley. He graduated with a Ph.D. in Chemistry from the Massachusetts Institute of Technology. Rocklage conducted his research under Richard Schrock who is a Nobel Prize winner.


Scott is considered to be an inventor. He holds several patents to his name. Scott Rocklage has written more than a hundred papers that have appeared in peer-reviewed publications. His leadership resulted in the approval of several drugs including Teslascan and Omniscan by the Food and Drugs Administration. He has taken six other drugs to the clinical trial stage. Rocklage was the chairman of Miikana and Ilypsa that were acquired by Entremed and Amgen respectively.


Scott became a venture partner at 5AM Ventures in 2003. Rocklage was named a managing partner at the firm a year later. The venture capital firm invests in early stage companies that operate in the field of biology. Scott is the chairman of the boards of Novira Therapeutics and Cidara Therapeutics. He is also a board member of Pulmatrix, Epirus, Rennovia, and Kinestral. Rocklage is currently based in Massachusetts at one of the offices of 5AM Ventures.


Rocklage was interviewed on Ideamensch and gave a few pieces of advice to entrepreneurs and leaders. He said that he does not have a typical day because the activities vary each day. Rocklage explained that he brought ideas to reality by collaborating with entrepreneurs, scientists, and physicians to develop innovative medicine.


Rocklage added that his ability to stay organized is what has made him more productive as an entrepreneur. He stated that developments in cancer treatment were one trend that was very exciting for him because of the possibilities in the future. He advised entrepreneurs to embrace risk-taking because it was better than working for an established company. He finished by mentioning that the strategy that had helped him to grow his business was the awareness of the strengths of the business.