Raised in South Florida by Venezuelan parents, Caleb Loud is a first-generation American. A collegiate student-athlete (Soccer) at Nova Southeastern University, Caleb studied Business Management. At 27 years old, after a series of near-death experiences, Caleb left a 6-year career in Aviation to join New York Life in the Dallas General Office. Driven by an unyielding sense of purpose, he started his practice with the goal of educating Latin families and young professionals on the value of Financial Planning. After quickly earning four securities licenses, Caleb joined NYL's Investment Adviser and Wealth Management affiliate, Eagle Strategies LLC.Caleb qualified for the coveted NYL Career Success Award, and the NYL Life Producer Award in his first 6 months. A fluent Spanish speaker, he was also named Dallas New Associate of the Year, early in his tenure. By his third year in the business, he had qualified for New York Life's Executive Council twice, was welcomed to the NYL President's Council*, and earned consecutive membership to the prestigious Million Dollar Round Table.**Caleb is heavily involved in the cultivation of financial wellness in communities across 12 states, often speaking for large groups of advisors around the US, and internally at New York Life. While much of his business is done out of state, the Cloud Wealth staff is based in Dallas. Caleb's goal is to provide his clients with the comfort, confidence, and relief of custom-built solutions designed to elevate efficiency, flexibility, and tax-awareness. His client-centric and holistic planning approach focuses on educating clients about the full scope of their options, so they can effectively make decisions about what makes the most sense for their families and businesses.
*President's Council is an annual company recognition program based on agent production from July 1-June 30.
**The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Neither Cloud Wealth Strategies, LLC, New York Life Insurance Company, nor its agents, provides tax, legal or accounting advice. Please consult your own tax, legal or accounting professionals before making any decisions.