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

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

Founder and Principal

Ben is the founder and principal of the firm with over 40 years of financial experience. Ben enjoys working with clients seeking a holistic approach to solving their complete financial needs. Ben’s comprehensive experience include: tax planning and preparation, business valuation and consulting, insurance planning and implementation, merger and acquisition, 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 bike, ski, swim, camp, 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 Exit Planner Advisor (CEPA)
  • 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