Benjamin R. Putman, CPA, CFP®, CDFA, PFS
Founder/President
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 all their financial needs. Ben’s comprehensive experience includes tax planning and preparation, business valuation and consulting insurance planning and implementation, divorce planning and consultation, retirement planning, estate, and trust planning, and investment management. Ben has an exceptional level of financial diversity and expertise that compliments his ability to analyze and solve complicated client circumstances with advanced financial planning.
In his spare time, Ben likes to golf, road and mountain biking, skiing, rock climbing, swimming, backpacking, and camping, and do pretty much any outdoor activity. Ben enjoys spending time with his family and friends and to live life to its fullest.
Professional Affiliations
- Member of American Institute of Certified Public Accountants (AICPA)
- Financial Planning Association (FPA)
- Institute for Divorce Financial Analysts (IDFA)
Education and Designation
- BS in Accounting, University of Southern California
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP®)
- Certified Divorce Financial Analyst (CDFA)
- Personal Financial Specialist (PFS)
- Life and Health Insurance License (0C82676)
- Series 7, 63, 65
Community Involvement
- Eagle Scout - Boy Scouts of America
- American Legion Award Recipient
- Served on many non-profit boards
- Assistant Scout Master
