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ABOUT US

Sheree Tallerman

Sheree Tallerman
CEO


LinkedIn: Linkedin
Email: sheree@planperf.com
Phone: 949-223-8397
Why PlanPerfect?

Our attention to detail and day-to-day commitment to you, your business, and your employees distinguishes our service model in the retirement plan industry. Our team, comprised of experts in custom plan design, administration and compliance, actuarial, and trust accounting, brings over 70 years of combined experience to helping you create the right retirement plan.

I consider myself very fortunate to have found the retirement plan business– or I should say it found me! I was introduced to this business by one of my first employers and mentor, Tony Delfino. I was filing tax management guides in an office that housed three different companies: an accounting firm, law firm, and a pension administration firm. Tony asked if I was interested in making $10/hour versus the $5 that I was making with the accounting firm, and, of course, I said yes!

One of the great benefits of doing what I do is that I get to meet smart, passionate people in every conceivable line of business—manufacturing, construction, entertainment—even a company that made air conditioning systems for cows!

All of us at PlanPerfect look forward to chatting with you – so don’t hesitate to call or email us with your inquiries.


Sheree Tallerman
CEO

Sheree Tallerman, President, has over 30 years of experience in the retirement plan business and has consulted with certified public accountants, attorneys, business managers, registered investment advisors, and brokers.

Ms. Tallerman began her career as an account executive with Benefit Planning, Inc., in Los Angeles, then moved to Director of Business Development for the Geller Group, New York. Executive positions followed with New York-based National Investment Managers, and CMC Interactive, LLC. She was featured in the July 2002 issue of Charles Schwab & Co., Inc. Plan Administrator News, “Sales: Increasing Leads and Closing New Business,” as well as The CPA Journal’s Employee Benefit column.

She is a member of the American Society of Pension Professionals & Actuaries (ASPPA), Women Presidents’ Organization, and the California Society of CPAs.  She received her bachelor’s degree in Sociology from the University of California at Los Angeles. She currently lives in California with her husband and two sons.

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