Our Team specializes in meeting the needs of successful families and professionals who, among other things, aspire to a work-optional lifestyle and have the desire to secure a family investment legacy.
Kevin M. Fields Esq., CFP®, RICP®
Kevin M. Fields Esq., CFP®, RICP®
CERTIFIED FINANCIAL PLANNER™
Kevin is the founder of Fields Financial Planning, an independent, family-owned firm located in Westerville, Ohio. As an investment advisor representative, a licensed attorney, a licensed insurance professional, a Certified Financial...
Bruce H. Fields MBA
Bruce H. Fields MBA
Financial Planner
Bruce is a Financial Planner with Fields Financial Planning. As an investment advisor representative and licensed insurance professional with over 20 years of experience in employee benefits and business consulting, Bruce utilizes both...