Rob Loud
About Robert
Mr. Loud has been providing advanced planning for private and public sector clients for over 30 years in areas including; asset allocation, retirement and estate planning; asset and income protection alternative strategies; tax-favored employee and executive benefits.
Mr Loud focuses on providing advanced tax, expense and risk mitigation strategies to business owners and their employees in concert with his advisor network of advanced planning specialists. He is able to add more value to clients by helping them shift to more proactive and holistic financial planning. This helps their clients reduce taxes, business expenses, and unnecessary business risks.
Mr. Loud graduated from Harvard University with honors in Economics and Government in 1984 and then the Wharton Graduate School of Business in 1992, earning an MBA and concentration in Finance. He has since earned professional certifications including ChFC, CLU, and CAP. He has two daughters and lives in Rowayton CT.