Putman Financial Group

Our Story The accounting firm of Cherie D. Putman CPA, was founded in 1996 in Redondo Beach, California by Cherie Putman. Our public accounting firm is a recognized leader in our profession and we are trusted advisors that provide accounting, tax planning and compliance, and advisory services to businesses and individuals. Our primary clientele are business owners, higher net worth individuals, families, estates and trusts throughout California. Our process provides a thorough and in-depth approach, and this approach includes a systematic evaluation of all aspects of our clients’ financial considerations. All of our recommendations are tailored to each client’s business and individual needs. After many years of experience in working with clients, we recognized that the area of taxation, and the interdependencies that exist between a family, business, investments, retirement, estate taxes and risk management, were often ignored. This resulted in our firm taking a more pro-active approach to the management of our clients’ financial affairs. This holistic approach can significantly decrease the likelihood of a plan failing and help to prevent undesirable outcomes for our clients. We recognize that the majority of financial decisions have a tax implication. Taxes are a driving factor in the majority of financial decisions and are critical to financial success or failure. In order to comprehensively serve our CPA firm clients and provide tax-centric financial services to meet their needs, Cherie Putman founded Putman Capital Management in 2003. In 2005, the firm became incorporated, as well as, registered as an Investment Adviser in the State of California. There are numerous benefits that stem from handling our clients’ collective financial interests. Our clients have consolidated the number of professionals that they work with and have saved valuable time in compiling information for tax preparation. Since our office has access to annual tax reporting, our staff populates tax return data as soon as investment related information becomes available. Together, both firms collaboratively provide our clients with efficient, customized services that are coordinated and based on unbiased advice with improved after-tax results across the areas of: Accounting, tax planning and compliance, business advisory, wealth management and financial planning.

Address: 3528 Torrance Blvd Suite 219, Torrance, CA 90503 USA

Phone: +1 310 792 9999
FAX: +1 424 201 5567