Broker Check

5991 Chandler Court
Suite C
Westerville, OH 43082

(614) 568-1260

Bruce H. Fields, MBA

Bruce H. Fields, MBA

Financial Planner

Bruce Fields is a Financial Planner at 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 his formal education and practical experience in assisting families and small business owners with planning solutions.

Bruce graduated with a Bachelor of Science in Business Administration from Miami University, Oxford Ohio.  After earning his bachelor’s degree in Accounting, he received a Masters in Executive Management (MBA) from Ashland University.  Bruce has his Series 6 and 65 securities licenses as well as a Life, Health & Variable Insurance License. 

Bruce was Vice President of Human Resources for Nordson Corporation for 21 years.  He has extensive experience with both qualified and non-qualified retirement plans, as well as employee life and health insurance programs. One of the parts of his career he enjoyed most was counseling employees on their career and retirement choices. He uses his broad experience with all aspects of business and life, as well as having to prepare his own financial retirement plan, when advising his clients. 

Bruce has been married to his wife Diann for 43 years and has two children. He works with his son Kevin at Fields Financial Planning.  Bruce’s daughter Jennifer and his son-in-law own a veterinary medicine practice in St Louis.  Bruce is a “professional grandfather” to his three grandchildren and previously worked as a part-time business consultant focusing on succession planning and negotiating the purchase or sale of small businesses. 

Bruce Fields is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC, a Registered Investment Advisor located at 6020 E. Fulton St., Ada MI 49301.  Fields Financial Planning is not affiliated with USA Financial Securities.