Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa Email and Phone Number
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.
Spectrum Wealth Management
View- Website:
- swmadvisors.com
- Employees:
- 3
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FounderSpectrum Wealth Management Aug 2009 - PresentIrvine, CaSpectrum 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. -
FounderSpectrum Capital Investment Group, Inc. Jan 2004 - PresentIrvine, CaSpectrum 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
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FounderThe Putmangroup Jan 1988 - PresentIrvine, CaThe 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.
Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa Education Details
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University Of Sourthern CaliforniaInvestment Management, Wealth Management, Tax And Accounting, Divorce Planning -
Business, Accounting -
Business Accounting
Frequently Asked Questions about Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa
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 the current company?
Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa's current role is Wealth Management, Taxes, Business Consulting and Divorce Financial Analysis.
What schools did Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa attend?
Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa attended University Of Sourthern California, University Of Southern California, University Of Southern California.
Who are Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa's colleagues?
Benjamin R. Putman, Cpa, Cfp(R), Cepa, Pfs, Cdfa's colleagues are Donovan Ritter, Clu®, Chfc®, Cepa®.
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