Charles Loretto began his tenure with Cain Watters and Associates 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.

He understands the problems dentists face throughout their career. As a partner of National Dental Placements, his team aids in the practice transition process; and as a partner of Elite Dental Alliance, his team leverages the buying power of its members to help dentists save on everyday business purchases like corporate dentistry can.

Use his expertise to help you on your journey to financial freedom and get excited about your financial future.