Build Your Business • Grow Your Wealth Strategies to Grow • Protect • Transfer Wealth Accountability • Growth • Clarity • Peace of Mind

Welcome to Putman Financial Group!

Through innovation, process and collaboration, Putman Financial Group, takes a unique approach to your total financial life needs and goals that surpass most conventional CPA’s and financial service providers.

Thinking outside the box – we have joined the knowledge and professional experience of our firms– Putman Accountancy Corporation and Putman Capital Management, Inc. – together in delivering a “family office” suite of services and solutions.

The collaboration of our two firms allows our team to provide comprehensive solutions that are integrated across our accounting, business advisory, tax, financial planning and wealth management services.

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Meet Our Founder

Cherie D. Putman CPA, CFP®

Drawing from over two decades of experience and across nearly all financial disciplines, Cherie Putman currently advises on strategic planning matters for clients in the areas of personal financial and tax planning, accounting and financial reporting, business entrepreneur consulting, and investment management.

Prior to establishing her practices, Cherie held positions at both international and local CPA firms. Her positions specialized in tax, financial planning and business consulting.

Cherie received her degrees in Accounting and Finance from the University of Southern California in 1987. In addition to her license to practice as a Certified Public Accountant in the State of California, she has earned her CFP® certification

“The only way to do great work is to love what you do.” Steve Jobs

Who We Work With

Business Owners who strive to achieve efficiency in operations, compliance, tax multigenerational transition and wealth maximization. Most business o…
Families of all ages who are on a strong financial path and recognize that they can benefit from tax efficient wealth planning services across multi-generations…
Women who are in transition from one life stage to the next and are faced with the need to manage her financial affairs through life’s events, such as…

Our Services

Our Process

Providing peace of mind through a consistent and repeatable approach to our services

Brief introductory call

The purpose of this call is to discuss our engagement process, our services and what we do, as well as, discuss the needs of both your business and individual tax, accounting, consulting and wealth management needs.

Delivery of Firm Introduction Kit

Our FIT Kit provides additional information about our firms, our team, our philosophies and sets forth what you should expect from us, as well as, what we expect from you.

FIT Meeting

FIT meeting to determine that our services are in line with your goals and to ensure that we are mutually committing to a long-term relationship fully understanding each other.

Discovery Meeting

Here we gain an understanding of your vision, goals, objectives and those dreams and promises that are most important to you. With this understanding, we are able to provide a structured approach to your needs and our services.

Review Meeting

This is when we discuss and review your customized plan and package options. We'll tailor a package to meet your needs and address any questions you may have.

Implementation

Onboarding begins by providing an implementation and deliverables schedule. We’ll also discuss future review meetings to ensure we’re executing all services.

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