Jack Putnam

Jack Putnam is a dedicated Financial Professional with 6 years of experience guiding individuals, families, and businesses toward financial security and prosperity. Based in Manchester, New Hampshire, Jack is a dually licensed Financial Professional at Terra Firma Financial Advisory, a boutique advisory firm dedicated to personalized financial planning and investment management.

Born and raised in a small New Hampshire town, Jack developed an early appreciation for the value of prudent financial management by observing his parents navigate the challenges of running a family-owned business. This inspired him to pursue a Bachelor’s degree in Finance from Manhattan College.

Jack began his career at a leading investment firm, where he honed his expertise in portfolio management, retirement planning, and tax-efficient strategies. In 2019, he earned his Series 7, 66 and Life and Health licenses, solidifying his commitment to upholding the highest standards of financial planning.

Known for his empathetic and approachable style, Jack specializes in helping clients navigate complex financial landscapes, from income planning for retirement, education funding to estate planning and risk management. His philosophy centers on empowering clients through education, ensuring they understand their options and feel confident in their financial decisions. He is particularly passionate about working with young professionals and small business owners, helping them build wealth while balancing life’s uncertainties.

With a reputation for integrity and results, Jack Putnam continues to be a trusted partner for clients seeking to achieve their financial goals with confidence and clarity.