Our Team

Benjamin R. Putman, CPA, CFP®, CDFA, PFS

Founder and Principal

949-597-0101

ben@putmancpa.com

Ben is the founder and principal of the firm with over 35 years of financial experience. Ben enjoys working with clients seeking a holistic approach to solving their complete financial needs. Ben’s comprehensive experience includes: tax planning and preparation, business valuation and consulting, insurance planning and implementation, divorce planning and consultation, retirement planning, estate and trust planning, and investment management. Ben has an exceptional level of financial diversity and expertise that complements his ability to analyze and solve complicated client circumstances with advanced financial planning.

In his spare time, Ben likes to golf, road and mountain biking, skiing, rock climbing, swimming, backpacking and camping, and pretty much any outdoor activity. Ben enjoys spending time with his family and friends and to actively live life.

Professional Affiliations

  • Member of AICPA
  • Institute for Divorce Financial Analysts (IDFA)
  • Member of Financial Planning Association (FPA)

Education and Designation

  • BS in Accounting, University of Southern California
  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP®)
  • Certified Divorce Financial Analyst (CDFA)
  • Personal Financial Specialist (PFS)
  • Life and Health insurance license (0C82676)
  • Series 7, 63 (Inactive)
  • Series 65

Community Involvement

  • Eagle Scout - Boy Scouts of America
  • American Legion Award Recipient
  • Served on various non-profit boards
  • Assistant Scout Master

Donovan Ritter, CLU ®, ChFC ®

Wealth Manager

949-597-0101

donovan@swmadvisors.com

Donovan is a Wealth Manager with Spectrum Wealth Management, LLC affiliate company of PutmanGroup. Donovan enjoys working with individual clients with their wealth management needs and closely held businesses with their employer sponsored retirement plans. Donovan has been with Spectrum Wealth Management since 2014 and has over 20 years of experience as a financial advisor. 

In his spare time, Donovan enjoys southern California’s hiking, skiing and surfing and spending time with his family and friends. Donovan is a native of Orange County, where he lives with his wife, daughters and lab puppy.

Education and Designation

  • BS in Business Administration with an emphasis in Marketing & Finance, Loyola Marymount University
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC ®)
  • Life and Health Insurance License (0B82838) 

Denise S. Lee, CPA, CFP ®

Wealth Manager

949-597-0101

denise@smwadvisors.com

Denise is a Wealth Manager with Spectrum Wealth Management, LLC, affiliate company of PutmanGroup.  She initially joined the PutmanGroup in 2013 and has over 15 years experience in the accounting, tax and personal finance industry.  Her primary responsibilities include client consultation, financial planning and overall wealth management.  Prior to wealth management, Denise started her career in public accounting at the Big 4, specializing in ultra-high net worth individuals and their closely held entities.

In her spare time, Denise enjoys staying active by hiking, jogging and spending time outdoors.

 Education and Designation

  • BS in Accounting, University of Southern California
  • Personal Financial Planning Program from Northwestern University
  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP®)
  • Life and Health Insurance License (0L00928)
  • Series 65

Professional Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Financial Planning Association (FPA)

"An investment in knowledge pays the best interest."
-Benjamin Franklin