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Sally P
CFP®, Series 66
Chandler, AZ
The AmeriFlex Group
Sally Putnam is a CFP® professional with 22 years of experience in the financial services industry. She is currently affiliated with The AmeriFlex Group and has held roles at Cambridge Investment Research, OSAIC, SagePoint Financial, NOW Financial, Principal Securities INC, and Principal Life Insurance Co. She is also involved with NOW Financial, where she provides divorce planning services and holds a board member position. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.
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