Robert Field, Jr. CFS® CF2®NSSA® in

Robert Field, Jr. CFS® CF2®NSSA®

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Financial Planner and Partner at Nelson Financial Planning
📍 Winter Park, Florida, United States

Robert Field, Jr. is a Partner and Financial Planner at Nelson Financial Planning with over 30 years of industry experience. A graduate of Sam Houston State University, he holds Certified Financial Fiduciary™ and National Social Security Advisor certifications, specializing in personalized wealth management and retirement strategies for families.

Originally a lifelong Texan, Robert now lives in Central Florida with his wife, Jennifer, and they have two grown sons. He is an avid golfer and fisherman, taking advantage of the local lifestyle in his personal time.

Unique Fact: Robert is a certified specialist in Social Security optimization, helping clients strategically coordinate their benefits with investment income.

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Experience
25 Years
Current Role
Financial Planner and Partner
Location
Winter Park, Florida, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Robert cares about

Retirement Planning
He specializes in helping individuals and families build, protect, and distribute wealth to secure their financial future in retirement.
Social Security Optimization
As a National Social Security Advisor (NSSA), he helps clients create strategies to maximize their retirement outcomes by coordinating social security and investment income.
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Career

Work history

8-2015
Financial Planner and Partner
Nelson Financial Planning
3-2012 - 2-2014
Research and Development Manager
Preferred Guest Resorts
2-2010 - 1-2012
Senior Portfolio Analyst
Life Settlement Acquisitions
1-2008 - 1-2010
Vice President of Marketing
Trinity Financial Services
10-1998 - 2-2008
Regional Vice President
Nationwide Financial Services
In the press

Media appearances

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Education
1977 - 1983
Bachelor of Business Administration - BBA
Sam Houston State University
Education details unavailable
Spring High School -- Spring, TX
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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