Cherie D. Putman

Founder @Putman Financial Group

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.

University of Southern California

Bachelor of Science (BS), Business, Accounting and Finance