Through innovation, process and collaboration, we take a unique approach to your total financial life needs and goals. Thinking outside the box - we have successfully joined two professions through our two firms – Putman Accountancy Corporation and Putman Capital Management, Inc. - together delivering a “family office” suite of services and solutions that promote efficiency, education, accountability and growth. Resulting in our clients peace of mind, financial security and financial independence.
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The Putman Financial Group annual revenue was $5.9 million in 2026.
Cherie Putman is the Founder of Putman Financial Group.
5 people are employed at Putman Financial Group.
Putman Financial Group is based in Torrance, California.
The NAICS codes for Putman Financial Group are [5412, 54121, 541, 54].
The SIC codes for Putman Financial Group are [872, 87].