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.
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, and has passed the FINRA Series 7 and 66 exams. She is also licensed to sell insurance in California and Texas. A longtime member of the Cal State Society of CPAs (CSCPA), she served as technical reviewer for several continuing education courses from 2005 – 2018. Cherie believes in giving back to her community, and to that end, she has served as finance chair of her Church and as a former board member of the Trojan League of South Bay.
The Putman Family enjoys the awesome sport of ice hockey as fans, past coaches, and players. Long weekends will find the Putman Family enjoying the local Channel Islands boating, fishing, hiking and water play.
“The only way to do great work is to love what you do.” Steve Jobs
Who We Work With
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 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.
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.
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.
Onboarding begins by providing an implementation and deliverables schedule. We’ll also discuss future review meetings to ensure we’re executing all services.