Rob Field, NSSA® & IRMAACP™ Advisor · Winter Park, FL
Rob Field
Partner and Financial Planner, Nelson Financial Planning
www.nelsonfinancialplanning.com
Professional Profile
Robert Field is a highly respected Senior Financial Planner at Nelson Financial Planning in Florida, bringing over 35 years of extensive experience in the investment industry. With a Securities License, certifications as a Certified Mutual Funds Specialist, a Certified Financial Fiduciary, and the prestigious NSSA® and IRMAACP™ designations, Robert is dedicated to providing expert guidance in retirement planning and social security strategies. These dual designations uniquely position him to assist clients in understanding and managing IRMAA-related Medicare costs, coordinating Medicare, tax planning, and Social Security decisions, and reducing unnecessary premium surcharges and costly planning mistakes.
Having earned the NSSA® Social Security certification and the IRMAA Certified Planner (IRMAACP™) program, Rob Field is equipped to guide clients through complex Social Security and Medicare decisions.
His specialized focus on coordinating retirement plan income and managing various investment assets has helped numerous clients secure their financial futures with confidence. As an avid golfer and proud grandparent who enjoys riding his Harley Davidson motorcycle, Robert understands the importance of balancing financial success with life’s treasured moments. Trust Robert Field for knowledgeable and reliable financial planning tailored to your unique needs.
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