Our Qualifications

Cherie D. Putman, CPA, President

(310)798-7053 ext. 223

Cherie D. Putman is a Certified Public Accountant with over 20 years of experience serving individuals and businesses in financial and tax matters.

Cherie received her degrees in Accounting and Finance from the University of Southern California in 1987. In addition to her license to practice as a Certified Public Accountant in the State of California, she also holds licenses in real estate, securities and insurance (California Insurance License No. 0E07779).

Prior to starting this firm and the affiliated accounting firm of Cherie D. Putman, CPA, Cherie held positions at both international and local CPA firms. Her positions specialized in tax, financial planning and consulting.

Susan Fisher

(310)798-7053 ext. 224

Email: susan@cputmancpa.com

Susan Fisher serves as liaison between clients, 1st Global Capital Corp. and other service and product providers. She assists clients with the opening of new accounts, transfers of existing accounts, transfers of funds and/or securities, and other administrative and professional matters.

1st Global

Cherie D. Putman of Putman Capital Management, Inc. have partnered with 1st Global (1st Global Capital Corp., 1st Global Insurance Services, Inc., and 1st Global Advisors, Inc.) to offer its comprehensive wealth management services, including securities brokerage, fee-based investment advisory services, retirement and insurance solutions. 1st Global is a prominent national financial services company specializing in serving tax, accounting and estate planning professionals.

Objectivity in providing financial solutions to our clients is of foremost importance. Putman Capital Management, Inc. and 1st Global are independent from the securities and insurance companies that provide products and services that we may recommend to our clients. Cherie D. Putman, CPA, Putman Capital Management, Inc. and 1st Global Capital Corp. are unaffiliated entities offering separate and distinct services.