Robert Loud


    Focus: Insurance Strategies, Business Owners, Investment Strategies

    Languages: English

    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.

     

    PRACTICE AREAS

    • Retirement Planning
    • Risk Management
    • Tax-Mitigation Strategies

     

    Business/Civic Activities 

    • Norwalk Grassroots Tennis
    • The Wilton YMCA
    • Shakespeare on the Sound

    See Robert’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Robert

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    Charter Oak Financial: The Norwalk Office

    Satellite Office

    501 Merritt 7, 5th Floor
    Norwalk, CT 06851

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    CRN202104-246323