Garret Fields Garret Fields - Certified Financial Fiduciary

Garret Fields is a Certified Financial Fiduciary and is committed to maintaining the highest level of ethical standards in the financial industry. At Nelson Financial Planning he works as a financial planner specializing in helping people understand their cash flow in order to save for retirement. Mr. Fields holds a Series 7 license with FINRA and is also a Registered Representative with Nelson Ivest Brokerage Service.

Prior to joining the firm in 2017, Mr. Fields received his B.S. in Finance from the College of Business at the University of Central Florida.

Mr. Fields is active in the community and is a graduate of the Leadership Winter Park program. This program helps bring awareness and solutions to current issues in our community. He is also a member of the Orlando Young Professionals, which focuses on leadership development.

In his spare time, Mr. Fields loves spending time traveling with his family and friends and has a passion for aviation. He is a member of Aircraft Owners and Pilots Association and earned his private pilot license at the age of 18.  He has been an avid aviator ever since!

What Sets Us Apart?

  • Integrated retirement planning, tax mitigation, legacy planning and wealth management with a focus on timely and proactive client communication.
  • Family owned and operated since 1984 with a tradition of producing superior investment results at a cost typically 25% less than other firms.
  • Central Florida’s fastest growing and most honored financial planning firm with the area’s longest running radio show.

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