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 plays a critical role in growing the firm’s client base as the director of business development and marketing.

He regularly speaks to dental schools and residency programs, study clubs, dental symposiums and state and national dental meetings. As an Investment Advisor Representative of CWA, Charles and his team work with prospective clients daily, initiating the relationship with CWA.

“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.”

Using his insight and experience from almost two decades in the dental industry, Charles founded National Dental Placements in 2005, a CWA affiliate company that assists doctors in buying, transitioning and valuation of a practice.

He has two children, Cole and Isabella. He enjoys watching them play sports in his spare time and traveling to the mountains in Colorado.