Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa Email & Phone Number

Irvine, Ca

Spectrum Wealth Management LLC, is a distinct wealth management firm providing a comprehensive and integrated approach to accumulate and protect your wealth. We make the wealth management process simple, comprehensive and most importantly; we actively manage your plan with you so you achieve your goals and objectives. In addition, we take a consultative approach along with acting as your CFO to track and monitor your plan. In doing so, we ensure you do not deviate from accomplishing your goals, and we plan to make changes when necessary. We update your plan on a daily basis and review your plan with you on an on-going basis. We take into consideration intangibles such as your dreams, hope and desires. We consider all that you want to fulfill in life as part of the comprehensive planning process.

Irvine, Ca

Spectrum Capital Investment Group is a Registered Investment Advisor specializing in investment and wealth management for affluent individuals and corporate clients. Our firm is dedicated to provide fee only, objective advice in managing your investment portfolio. Spectrum Capital Investment Group will customize your investment selection with an asset allocation mix that meets your risk tolerance and time horizon. Spectrum Capital Investment Group will actively manage the asset allocation class and rebalance based on economic and market conditions. We believe with continuous portfolio management, you will have better results in your return expectations and contain the downside risk.Please contact us today for a portfolio analysis! (949) 502-6700

Irvine, Ca

The PUTMANGROUP is a full service CPA firm providing a Comprehensive Financial Approach to meet your financial needs with accounting, tax, business consulting, and QuickBooks management. Our customized programs are designed to grow and protect your business and wealth by delivering an unprecedented level of personalized service and expertise.Our firm has been in business for over twenty years in Southern California and has a well-deserved reputation of expertise with small to medium sized businesses in retail, manufacturing, construction, real estate, mortgage brokerage, wholesale distribution, high-tech, restaurants and professional services.We will also handle your individual needs with personal tax planning, and tax preparation, to provide an overall Comprehensive Approach to overseeing your prosperity and growth.Divorce financial analysis and consulting is another service that we specialize in. We provide expert financial analysis to determine the best property, alimony and child support settlement possible. We also have experience dealing with more complicated financial situations involving stock options and retirement division. Our expertise is working with individuals that need help with these specialized areas of divorce.

Bachelor Of Science Business Adminstration - Business, Investment Management, Wealth Management, Tax And Accounting, Divorce Planning

Accounting, Business, Accounting

Activities and Societies: Alpha Tau Omega

Bachelor Of Science - Bs, Business Accounting