Loretta Dorman

Strategic Financial Executive, Chief Financial Officer, Executive Leader & Management, Independent Tax, Accounting and Financial Analysis Professional

Loretta Dorman is the Owner and CEO of Wealth Baristas, LLC, with a diverse professional background spanning over three decades.1 She has extensive experience in executive roles, entrepreneurship, accounting, financial planning, and budget development.1

As the founder of Wealth Baristas, LLC, Loretta is passionate about helping her clients discover new opportunities to increase their financial well-being.3 Her expertise in strategic financial management is evident from her professional history, which includes roles such as Strategic Financial Executive, Chief Financial Officer, and Executive Leader.2

Loretta's LinkedIn profile, under the username lorettadorman, showcases her comprehensive experience in the financial sector. Her skills encompass independent tax services, accounting, and financial analysis2, making her well-equipped to lead Wealth Baristas, LLC in providing financial services to clients.

With over 31 years of experience in various aspects of finance and business management, Loretta Dorman has established herself as a knowledgeable and capable professional in the financial industry. Her role as Owner and CEO at Wealth Baristas, LLC allows her to leverage this extensive experience to guide clients in their financial journeys.