PutmanGroup
Putman Team
The Putman Team was founded on the belief that true financial confidence comes from clarity, coordination, and care. With more than three decades of experience, our credentialed professionals—including CPAs, CFP®s, CEPAs, PFSs, and CDFAs—work collaboratively to integrate investment, tax, estate, and risk strategies into one cohesive plan. As fiduciaries, we are committed to guidance that preserves and strengthens your financial well-being. Led by Newsroom Careers, global Search Result View With Search Text Fulltext search Content types Content Newsroom Bio Blog Advisor Team Location Recent Media Appearances Events and Webinars eBook Calculator Topics Investing Financial Planning Retirement Tax Planning Estate Planning Wealth Planning Businesses Trusts Inheritance Sort by Best Match Least Match Title A - Z Title Z - An Oldest to Newest Newest to Oldest Services Individuals Comprehensive Wealth Management Tax Strategies Investment Management Risk Management Insurance Estate Planning Retirement Income Planning Financial Planning Annuities Tax Preparation Trust Services Private Client Special Needs Planning Employee Retirement Account Management Businesses Retirement Plan Consulting Business Growth Exit Planning Employee Benefits Program Find Advisor Individual Advisors Advisory Teams Locations Resources Blog All Blog Posts Financial Planning Investing Retirement Tax Planning Trusts Inheritance Wealth Planning Businesses Estate Planning Webinars eBoo Professional credentials inclu.
Directory information score for PutmanGroup
Fixed points summarize recorded information, not service quality. Missing data adds no points and may explain a lower score. Listed credentials and press mentions are not independently verified by this score.
- Public rating
- N/A/5 → 0 / 35 points
- Review Volume
- 0 reviews → 0 / 20 points
- Listed credentials
- CPA, EA, CFP, MBA, CRS → 5 / 5 points
- Listed press mentions
- 0 mentions → 0 / 3 points
- Web Presence
- 20 / 20 points
- Recorded history
- N/A → 0 / 2 points
- Profile information
- 14 / 15 points
Key facts
- Managing Partner
- Newsroom Careers
- Team size
- 5
- Based in
- Irvine, CA
- Address
- 9911 Irvine Center Dr
- Website
- http://www.PutmanCPA.com/
- Phone
- +19495026700
- clientservices@putmancpa.com
- Certifications
- CPA
- EA
- CFP
- MBA
- CRS
Frequently asked questions
- What is PutmanGroup's ranking among CPAs in Irvine?
- PutmanGroup is ranked #1 in Irvine with a Directory information score of 39/100. This score is based on recorded public reviews, listed credentials, press recognition, web presence, and experience.
- What services does PutmanGroup offer?
- PutmanGroup's specific services are not yet catalogued in our directory. Review the firm's website at http://www.PutmanCPA.com/ or contact the firm directly for their current service offerings.
- What credentials does PutmanGroup hold?
- PutmanGroup holds the following credentials: CPA, EA, CFP, MBA, CRS. These are recorded profile claims. Confirm current standing with the relevant professional registry.
- Where is PutmanGroup located and what areas do they serve?
- PutmanGroup is based in Irvine, CA. Their broader service area is not published; confirm with the firm before engaging for work outside the metro.
- How do I contact PutmanGroup?
- To engage PutmanGroup: Visit http://www.PutmanCPA.com/ to review their services, or call +19495026700, or email clientservices@putmancpa.com. Most firms ask about the scope of services needed, timeline, and budget range before scheduling a consultation.