When Tony Delfino and I started this firm, we were very clear that we were not interested in building a giant practice (“been there done that”). Rather, we wanted to build a boutique firm so that we, the owners, could have ongoing personal contact with our clientele. We pride ourselves in our long-term relationships with our clients, and the value we bring in solving their problems and answering their questions. To quote Tony, “we provide “Bentley” services at “Mercedes” prices.
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, 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.