Cherie D. Putman
✅ We help business owners and high earners achieve tax efficient successful outcomes | putmanfinancialgroup.com
- Role
- Founder at Putman Financial Group
- Location
- Torrance, CA, US
- LinkedIn followers
- 500 followers
About Cherie D. Putman
Through innovation, process and collaboration, we take a unique approach to your total…
Experience
Founder
Jan 2011 — Present · Torrance, CA, US
Cherie Putman, CPA, CFP®, is the founder and owner of Putman Accountancy Corporation and Putman Capital Management, Inc. In order to illustrate the strategic and collaborative relationship of both firms, they are marketed together as Putman Financial Group. Cherie Putman provides comprehensive solutions that are integrated across accounting, business advisory, tax, financial planning and wealth management services. By bringing together these two financial disciplines, public accounting and wealth management, Cherie’s clients are able to execute tax - efficient and strategic financial and estate plans that help them attain peace of mind, financial security and financial independence. Cherie is known for her out-of-the-box thinking which employs an innovative and cohesive strategy, different from many other financial service firms. Her business strategy draws on her 30+ of experience across nearly all financial disciplines. By offering a “family office” suite of services and solutions, her firm is able to promote efficiency, education, accountability and growth to help her clients achieve their business, life’s needs and goals on a tax efficient basis.
Education
University of Southern California
Bachelor of Science (BS), Business, Accounting and Finance
1984 — 1987
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