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Cayden K
Series 65
Irvine, CA
Wealth Enhancement Advisory Services, LLC
Cayden Kotowitz is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and experience dating back to 2023. His prior roles include positions at Spectrum Wealth Management, LLC and Putman Group. Before entering the advisory field, he was involved with GOGO Enterprises, LLC and attended the University of California. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.
Ben P
CFP®, Series 63, Series 65
Irvine, CA
Wealth Enhancement Advisory Services, LLC
Ben Putman is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Empirical Wealth Management, Independent Financial Group, and Spectrum Capital Investment Group. In addition to his advisory work, he is licensed to sell and service fixed insurance and fixed annuity policies. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process that combines passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.
Jordan P
Series 65
Irvine, CA
Wealth Enhancement Advisory Services, LLC
Jordan Putman is a financial advisor at Wealth Enhancement Advisory Services, LLC with Series 65 credentials and one year of industry experience. His prior roles include positions at Spectrum Wealth Management, LLC and the Putman Group. He also has experience in education, having worked at Cal State University Fullerton and Tesoro High School. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach combining passive and active strategies overseen by an internal Investment Committee.
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