Benjamin Putman - Senior Vice President, Financial Advisor

Benjamin Putman

Senior Vice President, Financial Advisor

CFP®, CPA, CDFA®, CEPA

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Benjamin’s Locations

9911 Irvine Center Dr Ste 100
Irvine, CA 92618
(949) 502-6700
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About Benjamin

Ben Putman brings more than 35 years of experience and a comprehensive approach to wealth management. As a CPA and CFP® with additional credentials in business valuation and divorce planning, Ben helps individuals, families, and business owners navigate complex financial decisions with clarity and confidence. His experience spans tax strategy, retirement planning, estate planning, and investment management. Guided by integrity and a commitment to service, Ben partners with clients to create personalized strategies that align with their goals.

Outside of work, he enjoys an active lifestyle and values time with family and friends.

Additional licenses and designations

  • California Insurance License # 0C82676

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Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

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