Realizing his mission of helping others.
- Works in both Columbus, Ohio, and Manhattan
- Certified Finanical PlannerTM professional
With an undergraduate degree in finance, a master’s degree in divinity, and several years of experience working in the investment world, Joel Field, CFP®, CLU®, LUTCF, joined New York Life’s Columbus, Ohio, office soon after the country plunged into the recession.
Field, who divides his personal and professional time between Columbus and Manhattan, initially investigated career opportunities at New York Life because of its financial strength, stability, and broad offering of financial services and solutions designed to provide security and peace of mind to clients. “I pursued my graduate studies in divinity because I saw helping others as my personal mission, and still do. Now, as an agent, I see my work as an extension of that goal.”
Providing a safety net.
After the collapse of the banking system in 2008, Field looked for a position that would be fulfilling as well as challenging. “I chose New York Life because I was impressed with its comprehensive approach to financial planning. In addition, after several interviews with my Managing Partner, I began to look at life insurance differently and came to understand the significant difference it can make in the lives of others; now I am a firm believer.”
A holistic approach to finding solutions.
As a financial adviser with Eagle Strategies LLC, a registered investment adviser, and NYLIFE Securities LLC registered representative, Field takes a more holistic approach when working with his clients. A significant focus of his is on the needs of individuals, families, and small business owners within the LGBT community who are looking for financial strategies that offer diverse solutions, including protection, growth, security, and tax diversification. In addition to working with a wide variety of business professionals, Field works extensively with members of the medical and legal fields.
In analyzing his clients’ needs as a whole, Field considers such factors as their savings and retirement goals. And, because of his work in the LGBT community, he appreciates the complexities of estate planning that many of his clients face. So, he often refers them to professional legal and tax advisors within their own community. Field explains, “It’s important to have a will and the proper framework in place. My network includes estate planning attorneys and accountants who understand the unique needs of those within the community.”
Making a difference.
Field’s mission to help others doesn’t just stop at the workplace. Actively involved in both cities, he serves on the board of directors of The Legacy Fund of The Columbus Foundation, a permanent endowment fund that addresses the needs of the LGBT community, as well as on the board of directors of The Family Center, an organization that serves and advocates for underprivileged children and families throughout New York City.
Field also enjoys mentoring new agents and registered representatives in both Columbus and Manhattan—instilling his enthusiasm and knowledge with others who are working within the industry. “Making a positive impact in the lives of others is very gratifying,” he says. “I’m very passionate about my work and about making a difference in my clients’ lives.”
Field serves clients in both Columbus and Manhattan. He can be contacted any time to discuss your financial needs. In Columbus, you can reach him via email at jmfield@Eaglestrategies.com or phone (614) 793-2121 ex. 2404. In NYC, you can reach him via email at jmfield@Eaglestrategies.com or phone (800) 925-2110.
Neither New York Life nor its agents provide tax, legal, or accounting advice. Please consult your professional advisers regarding your particular situation before determining any appropriate course of action.