Robert L. Field, CF2™, CFS, NSSA

Robert L. Field, CFF, CFS, NSSA financial planner at Nelson Financial Planning in Orlando, FL

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 tennis 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.

Testimonials

They are spectacular. I truly can't tell you how helpful and patient they are with their clients. I recommend them even when someone already has another planner!
Shelly Watts

I have been working with Joel Garris for almost 12 years. I was introduced to Joel in my early twenties during a very difficult time in my life, after the loss of a parent. He developed a financial plan... Read More
Amanda Zsigmond

I have been using Nelson Financial Investments for over 20 years. When I changed jobs he (Joel) helped me with moving my 401K. When I had questions about... Read More
Dawn Bishop

We have used Nelson Financial Planning for several years. We are extremely pleased with the company. They are true financial planners and will take the time to understand... Read More
Lynn Foraker

Twelve years ago as my wife and I were nearing retirement, we became clients of Nelson Financial Planning. Throughout this time, Joel Garris, NFP's CEO, has helped us with a broad range... Read More
Carl Marco

Before moving to Florida, we had dealings with a variety of financial advisers—all were terrible. Nelson was referred to us by a friend and we decided to try working with them... Read More
Bart Neuman

This experience may not be representative of other clients' experiences and is not a guarantee of future success or performance.

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