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Robert Field, CFS®

Member in Good Standing
Financial Planner
Altamonte Springs, FL
CFS®
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About Robert

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 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.

Education

Bachelors

Licenses

Series 6
Series 63
Variable Contracts

IBF Designations

Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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Contact Robert

Altamonte Springs, FL
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IBF Designations 1
Member Since 2004
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Practitioner-Reviewed education since 1988
Profile verified · March 2026

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