At PutmanGroup, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Distribution strategies
- Estate conservation issues
- Risk management analysis
- Tax planning and preparation
- QuickBooks and Xero
- Financial statement preparation
We also can answer your questions, including:
- Can I retire early?
- Are my investments working tax efficently?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Tax and Accounting
Ben is the founder and principal of the firm with over 35 years of financial experience. Ben enjoys working with clients seeking a holistic approach to solving their complete financial needs. Ben’s comprehensive experience...
Min has been with the PutmanGroup since 2013. His responsibilities include overseeing the accounting and tax practices, managing client relationships and ensuring the firm’s high quality of services with professional integrity....
Allan E. Ottens has been a Certified Public Accountant for over 30 years. He has been a Tax Manager at the PutmanGroup since 2008. Allan graduated from California State University at Long Beach with a degree in Accounting. He is...
Savannah (Feng) Li, CPA, is a senior accountant at PutmanGroup and has been with the firm since 2014. Her primary responsibilities include individual and business tax preparation and accounting. She is a member of both American...
Yvonne has extensive experience with the preparation of tax returns and assurance engagements. She has over 30 years experience has a CPA and has been with PutmanGroup since 2014. She enjoys activities like bike riding, golf and boating.
Chris started her accounting career with PutmanGroup when she joined the firm in 2001. Chris works closely with our clients to provide a full range of accounting services, business formations, QuickBooks and Xero consulting and tax...
Wendy Matthews has been with PutmanGroup since 1990. Her primary duties include accounting and client support service. Prior to her employment at PutmanGroup, Wendy attended and graduated from UCLA. In her free time, she enjoys being...
Ashley Irha has been working for PUTMANGROUP since 2013. Her primary responsibilities include tax preparation for individuals and closely-held businesses. Ashley recently completed her CFP educational courses from UCI and is preparing...
Sanaz has been working for PUTMANGROUP since 2018. Her primary responsibilities include accounting and tax preparation. Sanaz completed her Bachelor’s degree in Bio-Medical Engineering. She furthered her education and pursued...
Wealth Management
Donovan is a Financial Advisor with Spectrum Wealth Management, LLC affiliated company with PutmanGroup. Donovan enjoys working with individual clients with their wealth management needs and closely held businesses with their employer...
Denise is a Financial Advisor with Spectrum Wealth Management, LLC, affiliate company of PutmanGroup. She initially joined the PutmanGroup in 2013 and has over 15 years experience in the accounting, tax and personal finance industry....
Administrative
Shawn is a seasoned management professional with over 25 years in various industries and management roles. Shawn primarily oversees the firm’s operation, client services and efficiency. Shawn holds a bachelor’s degree in...
Kevin joined the administrative team at PutmanGroup in 2018. His primary responsibilities include client services and firm administration. He holds a Bachelor’s Degree in Criminal Justice from the University of California, Irvine...