Putman Group: CPA's, Wealth Management & Business Consultants

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.

Professional Affiliations

 ◦Member of AICPA

 ◦Institute for Divorce Financial Analysts (IDFA)

 ◦Financial Planning Association (FPA)

Awards

 ◦Eagle Scout Court of Honor

 ◦American Legion Award