Sheree Tallerman, CEO
PlanPerfect, Inc.
Modest beginnings… It was 1984. I was filing tax management guides for an accounting firm in Century City for $5/hour. In the same suite was a pension administration company (TPA). The owner of the TPA, Tony Delfino, said, “How would you like to work for us?” We’ll pay you $10/hour.” That was a big deal for a UCLA student back then. I didn’t know it yet, but I’d been “discovered” – not exactly as glamorous as Joan Rivers being discovered by Johnny Carson, but still a legendary moment in my career!
Fast forward to 1997. Daily valuation / 401(k) Plans were just coming to the marketplace. My husband Bruce and I moved to the Riverdale section of the Bronx. I held several management and sales positions with pension administration firms, developing key relationships with Charles Schwab & Co., Nationwide, MG Trust [Matrix] and others. Meanwhile, we had two kids–Jordan and Zach.
In November 2008, Tony and I formed PlanPerfect. We wanted to build a boutique firm— a nimble, responsive practice that enabled us to stay in direct touch with our clientele– one where we could solve complicated design and compliance problems and translate those issues into everyday language our clients could understand.
In August, 2014 our family relocated back to California. Sadly, Tony passed that same month. Today, PlanPerfect continues our founding mission: to maximize tax deductions, increase wealth, manage employee costs, and provide peace of mind for our clients.
I’m a UCLA alumna and a proud member of the American Society of Pension Professionals & Actuaries (ASPPA). I’m also a masters-level swimmer and breast cancer survivor with a no-nonsense, humorous outlook on life.
P.S. Bruce and I are still together (happily, most days!). Our son Jordan is a budding entrepreneur who works with charcuterie companies, helping them attract new customers and grow their brands. Zach recently graduated from San Jose State, where he played Division I baseball for the Spartans. This summer he’s continuing to chase his dream, playing professional independent baseball with the Alpine Cowboys in the Pecos League in Alpine, Texas.
Bruce is doing what he loves, writing music and performing around the Central Coast. If you’re planning a trip to Cambria, reach out. We’d be happy to let you know if he’s playing at Moonstone Cellars or another venue along the Central Coast while you’re in town. We’d love to see you!
