The PUTMANGROUP is a full service CPA firm providing a Comprehensive Financial Approach to meet all your financial needs with accounting, tax, business consulting, QuickBooks management and wealth management. Our customized programs are designed to grow and protect your business and wealth by delivering an unprecedented level of personalized service and expertise.
Our firm has been in business for over twenty years in Southern California and has a well-deserved reputation of expertise with small to medium sized businesses in retail, manufacturing, construction, real estate, mortgage brokerage, wholesale distribution, high-tech, restaurants and professional services.
We will also handle your individual needs with personal financial planning, tax planning, tax preparation, and wealth management to provide an overall Comprehensive Financial Approach to overseeing your prosperity and growth.
We take pride in providing outstanding client service by emphasizing personalized client care, always being proactive and responsive with client needs. We stay on top of the latest tax law changes with continuing education, maintaining a high-tech innovative office, providing comprehensive client services to meet your financial needs and charge a fair and reasonable fee.
Our goal is to help you manage and oversee your financial future by providing comprehensive financial services above and beyond the traditional accounting practice.
BIO ON THE FOUNDER, BENJAMIN R. PUTMAN:
Benjamin R. Putman founded the PUTMANGROUP over 20 years ago and is regarded as a diverse and experienced financial professional. Mr. Putman has a well-rounded expertise that complements and elevates his ability to analyze many different financial situations. His background includes the following credentials: Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst (CDFA), Personal Financial Specialist (PFS). Ben also holds a Life and Health insurance license (0C82676), and Series 6, 63, 65 security licenses.
Mr. Putman has over 25 years of financial experience tax planning and tax preparation, business evaluation and consultation, insurance and retirement, real estate, financial planning, and investment management.
Mr. Putman is a graduate of the University of Southern California (USC) and started his career with Touche Ross & Co. Formerly, he was the Managing Director at American Express Financial Advisors and is the President of the PutmanGroup.
- Member of AICPA
- Institute for Divorce Financial Analysts (IDFA)
- Financial Planning Association (FPA)
- Eagle Scout Court of Honor
- American Legion Award