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

Wealth Management, Taxes, Business Consulting and Divorce Financial Analysis at Spectrum Wealth Management
Location: Irvine, California, United States 3 work roles 3 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Wealth Management, Taxes, Business Consulting and Divorce Financial Analysis
Location
Irvine, California, United States
Company size

Who is Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa? Overview

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Quick answer

Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa is listed as Wealth Management, Taxes, Business Consulting and Divorce Financial Analysis at Spectrum Wealth Management, a company with 3 employees, based in Irvine, California, United States. AeroLeads shows a matched LinkedIn profile for Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa.

Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa previously worked as Founder at Spectrum Wealth Management and Founder at Spectrum Capital Investment Group, Inc.. Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa holds Bachelor Of Science Business Adminstration - Business, Investment Management, Wealth Management, Tax And Accounting, Divorce Planning from University Of Sourthern California.

Company email context

Email format at Spectrum Wealth Management

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Spectrum Wealth Management

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Profile bio

About Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa

The PUTMANGROUP, CPAs & ConsultantsPresident, CEOSpectrum Wealth Management, LLCManaging MemberSpectrum Capital Investment Group, Inc.Registered Investment AdviserPresidentAdvisory services offered through Spectrum Capital Investment Group, Inc. A Registered Investment Adviser. The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Current workplace

Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa's current company

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Spectrum Wealth Management
Spectrum Wealth Management
Wealth Management, Taxes, Business Consulting and Divorce Financial Analysis
irvine, california, united states
Website
Employees
3
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3 roles

Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa work experience

A career timeline built from the work history available for this profile.

Founder

Current

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.

Aug 2009 - Present

Founder

Current
Spectrum Capital Investment Group, Inc.

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.

Jan 2004 - Present

Founder

Current

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.

Jan 1988 - Present
3 education records

Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa education

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

University Of Sourthern California
FAQ

Frequently asked questions about Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa

Quick answers generated from the profile data available on this page.

What company does Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa work for?

Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa works for Spectrum Wealth Management.

What is Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa's role at Spectrum Wealth Management?

Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa is listed as Wealth Management, Taxes, Business Consulting and Divorce Financial Analysis at Spectrum Wealth Management.

Where is Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa based?

Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa is based in Irvine, California, United States while working with Spectrum Wealth Management.

What companies has Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa worked for?

Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa has worked for Spectrum Wealth Management, Spectrum Capital Investment Group, Inc., and The Putmangroup.

Who are Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa's colleagues at Spectrum Wealth Management?

Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa's colleagues at Spectrum Wealth Management include Donovan Ritter, Clu®, Chfc®, Cepa®.

How can I contact Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa?

You can use AeroLeads to view verified contact signals for Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa at Spectrum Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa attend?

Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa holds Bachelor Of Science Business Adminstration - Business, Investment Management, Wealth Management, Tax And Accounting, Divorce Planning from University Of Sourthern California.

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