Robert L. Field
Rob Field is a Financial Planner with Nelson Financial Planning , Inc. (NFP) and a FINRA Registered Representative with Nelson Ivest Brokerage Services, Inc. (NIBS). Mr. Field joined NFP in September of 2015.
Mr. Field holds a Series 6 Securities License with FINRA, for Investment Company and Variable Contracts.
Prior to joining NFP, Rob was associated with various investment companies, including Shearson Lehman Hutton, Nationwide Financial Services, and Transamerica Retirement Services. His background includes financial planning, investment analysis, and customer solutions.
Rob earned his Bachelor of Business Administration from Sam Houston State University in Huntsville, Texas. Additionally, Rob has earned various designations, including Certified Financial Fiduciary, Certified Funds Specialist, and Certified Social Security Advisor.
Rob is the father of twins, Robert and Elizabeth, both recent college graduates. He enjoys spending time playing golf and enjoying the beautiful beaches of Florida.
Rob is active in the community, staying involved with the Paralyzed Veterans Association, Fresh Start Ministries, and the SPCA.
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.