SEC CRD #801-62638
Personalized Wealth Management for Financial Independence Skip to content info@putneyfinancial.com (415) 460-1990 Sign In Charting the Way Toward Financial Independence We take the time to truly understand your story—your family, your dreams, and your core values. With that understanding, we craft personalized strategies that align with what matters most to you. View Our Services For over 25 years, The Putney Financial Group has been helping clients build, preserve, and manage their wealth with confidence and care. The Putney Financial Group LLC For over 25 years, The Putney Financial Group has been helping clients build, preserve, and manage their wealth with confidence and care. The Putney Financial Group LLC Charting the Way Toward Financial Independence We take the time to truly understand your story—your family, your dreams, and your core values. With that understanding, we craft personalized strategies that align with what matters most to you. View Our Services Putney History Our Founder’s Legacy Ray Lent founded The Putney Financial Group LLC, a Registered Investment Advisory firm, with a focus on traditional values, hard work, and a dedication to serving clients’ best interests. He developed a unique process of integrating all three phases of capital development Read More Putney history The Putney Financial Group LLC strives to achieve superior investment results for each of our clients by implementing strategies consistent with their individual goals, objectives, and
RAY LENT
CCO
📞 (415) 460-1990
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AUM
$205M
Location
SAN RAFAEL, CA
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