# DREAM BIGGER FINANCIAL, LLC

DREAM BIGGER FINANCIAL, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://dreambiggerfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/michaelputterman

## Regulatory record

- **CRD number:** 323117
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323117

## About

Dream Bigger Financial, LLC is a registered investment adviser offering concierge financial planning for doctors with student loans. The firm connects student loan strategy, taxes, investing, insurance, and other decisions into one plan. It operates as an independent fiduciary serving physicians nationwide.

## People

- Michael Putterman — CFP®, Founder
- Michael Putterman — CFP® professional and fiduciary

## Questions

### Who runs investment decisions at Dream Bigger Financial?

No named principals are publicly associated with Dream Bigger Financial. The firm's registered agent or managers are not identified in public records, making the investment decision-making process opaque.

### What investment stages or sectors does Dream Bigger Financial target?

Dream Bigger Financial has not publicly disclosed any sector or stage preference. No portfolio companies or deals have been attributed to the firm.

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Last updated: 2026-08-11T15:06:35.052Z

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