We hope you are well and staying healthy.
Please know we are here to help. We are open and happy to chat by phone or video or meet in person at our office under CDC guidelines.

Robert L. Field

Rob Field - Financial Planner & a FINRA Registered RepresentativeRob 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 NIPS 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 Investments and Retirement. His background includes financial planning, investment analysis, and customer solutions.

Rob earned his Bachelor of Business Administration in General Business from Sam Houston State University in Huntsville, Texas. Additionally, Rob has earned his Certified Funds Specialist designation from The Institute of Business and Finance.

Rob is the father of twins, Robert and Elizabeth, both currently attending college. He is also an avid tennis fan and plays regularly.

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.

Contact Us