Cherie D. Putman-CPA A

Putman Financial Group, headquartered in Torrance, CA, is a leading provider of comprehensive financial services and solutions. With a unique approach that combines the expertise of Putman Accountancy Corporation and Putman Capital Management, Inc., they offer a family office suite of services that surpasses traditional CPA firms and financial service providers. Led by founder Cherie D. Putman, a highly experienced CPA and CFP, their team provides integrated solutions in accounting, business advisory, tax, financial planning, and wealth management.

With over two decades of experience, Cherie Putman advises clients on strategic planning matters, including personal financial and tax planning, accounting and financial reporting, business consulting, and investment management. The firm serves a diverse clientele, including businesses, families, and women in transition, helping them achieve their financial goals and maximize their wealth. Committed to providing peace of mind, Putman Financial Group follows a consistent and repeatable approach to their services, ensuring that clients receive tailored solutions and exceptional service.

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