Focus: Insurance Strategies, Business Owners, Investment Strategies
Robert Loud is a financial services professional with Charter Oak Financial, whose proud history dates back to 1886. Rob centers his practice on retirement planning, risk management, and tax-mitigation strategies for business owners and high net worth individuals and families.
With a background spanning institutional bonds, corporate finance and wealth management, Rob brings years of collective, unique insights to his client relationships. He was most recently with another financial services company.
Rob is a formerly world-ranked tennis player who still competes nationally and for charity. He raises funds for several organizations in his community incuding Norwalk Grassroots Tennis, The Wilton YMCA, and Shakespeare on the Sound.
When Rob isn’t with clients, on the court, or out in his community, he’s spending time with his two high-school daughters. He resides in Wilton.
- Retirement Planning
- Risk Management
- Tax-Mitigation Strategies
- Norwalk Grassroots Tennis
- The Wilton YMCA
- Shakespeare on the Sound
Check the background of this investment professional on FINRA’s BrokerCheck
501 Merritt 7, 5th Floor
Norwalk, CT 06851