https://padlet.com/ThePutneyFinancialGroup/About Over the course of more than two decades, The Putney Financial Group has provided families and individuals with comprehensive investment planning and wealth management services to address issues that range from general asset protection and targeted growth to tax optimization, estate preparation, charitable giving, and business succession. All advisors at The Putney Financial Group are officially registered representatives of Portsmouth Financial Services: a registered broker dealer and an active member of both FINRA and SIPC. Portsmouth’s FINRA and SIPC memberships protect its affiliated customers for up to $500,000 in securities held. Headquartered in the San Francisco Bay Area city of San Rafael, California, Putney has sponsored exhibitions at the Oakland Museum of California and the Museum of American Finance in New York City. The firm has also provided funding for high school and college Internships through the San Francisco Historical Society, the New York Historical Society, the Asian Art Museum in San Francisco, and the California Historical Society. en-us 2019-10-12 11:37:11 UTC 2026-01-29 19:48:31 UTC hello@padlet.com ThePutneyFinancialGroup https://padlet.com/ThePutneyFinancialGroup/About/wish/625485214 A registered investment advisory in California, The Putney Financial Group provides financial planning and wealth management services to roughly 250 families. Based in San Rafael, The Putney Financial Group supports various community-focused organizations, such as the Oakland Museum of California (OMCA).]]> 2020-06-14 04:45:08 UTC https://padlet.com/ThePutneyFinancialGroup/About/wish/625485214 ThePutneyFinancialGroup https://padlet.com/ThePutneyFinancialGroup/About/wish/636789957 For more than two decades, The Putney Financial Group has been advising families and individuals on financial matters. Known for its unique methodology that focuses on completely understanding each client’s circumstances, The Putney Financial Group is a firm believer in financial literacy and supports the Museum of American Finance.]]> 2020-06-23 00:45:36 UTC https://padlet.com/ThePutneyFinancialGroup/About/wish/636789957 ThePutneyFinancialGroup https://padlet.com/ThePutneyFinancialGroup/About/wish/643541990 A financial services company based in San Rafael, California, The Putney Financial Group helps individuals realize their financial objectives thanks to its holistic approach to wealth management. In addition to this, The Putney Financial Group supports internships for high school and college students at the New-York Historical Society (N-YHS).]]> 2020-06-30 02:57:13 UTC https://padlet.com/ThePutneyFinancialGroup/About/wish/643541990 ThePutneyFinancialGroup https://padlet.com/ThePutneyFinancialGroup/About/wish/650772197 Based in San Rafael, California, The Putney Financial Group is a Registered Investment Advisory firm that emphasizes clients’ interests in providing advice on wealth creation, conservation, and distribution. Maintaining a strong community commitment, The Putney Financial Group supports various museums and institutions, including the California Historical Society.]]> 2020-07-09 06:33:21 UTC https://padlet.com/ThePutneyFinancialGroup/About/wish/650772197 ThePutneyFinancialGroup https://padlet.com/ThePutneyFinancialGroup/About/wish/654738372 A unique partnership in collaborative education between the Museum of American Finance (MoAF) and Stuyvesant High School, with the generous support of Placer Partners and GWG Life.]]> 2020-07-15 02:48:29 UTC https://padlet.com/ThePutneyFinancialGroup/About/wish/654738372 ThePutneyFinancialGroup https://padlet.com/ThePutneyFinancialGroup/About/wish/670989793 A San Rafael, California-based registered investment advisor, The Putney Financial Group offers expert guidance in the areas of portfolio management, retirement planning, and estate planning. Dedicated to serving the complete wealth management needs of approximately 250 families, The Putney Financial Group also provides assistance with planning charitable giving.]]> 2020-08-06 04:49:15 UTC https://padlet.com/ThePutneyFinancialGroup/About/wish/670989793