Charles Loretto

Partner/New Client Services

Charles received a Bachelor of Arts in marketing from University of Texas at Arlington. He joined CWA in 2001 and became a partner in 2016. As an Investment Advisory Representative, he plays a critical role in growing the firm’s client base as the director of business development, marketing and new client services.

He regularly speaks to dental schools and residency programs, study clubs, dental symposiums and state and national dental meetings. Since 2004, Charles has presented to over 30,000 dentists and 51 dental schools. He is a published author, and host of the top-ranking dental podcast, Transition Talk.

“Not only do I get to work with outstanding professionals who truly care about the outcome of the service we provide, I also love being able to help diagnose the financial support dentists need and then connect them with someone who will then help them achieve their financial goals.”

Charles oversees the practice transition department for CWA, and is founder of affiliate company, National Dental Placements, that assists doctors in the buying, transitioning and valuation of a practice. He and his team help hundreds of clients and non-clients with their transition goals annually.

He is married to Roxane and between them they have four high school-aged children. He enjoys watching them play sports in his spare time and traveling to the mountains in Colorado.