Cherie Putnam
The CEO and founder of Putman Financial Group, Cherie is committed to the success of business owners and their businesses by supporting the needs of her clients in the areas of Accounting, tax, advisory and wealth management services. Cherie’s holistic and collaborative approach results in her ability to help business owners to: grow in revenue, increase profitability; achieve asset protection, improve cash flow; secure their wealth through comprehensive financial planning and securing their future through succession and estate planning – all while minimizing their overall tax burden. Prior to establishing her CPA and wealth management firms, Cherie held positions at both international and local CPA firms. Her positions specialized in accounting, tax, financial planning and business consulting. A California native, Cherie resides in Redondo Beach with her husband, John and two sons, Matthew and Brandon.
