What technologies does PlanPerfect Retirement use?

PlanPerfect Retirement uses Cloudflare DNS, Gmail, Google Apps, CloudFlare Hosting, Sendgrid. View their full technology stack — including all 21 detected tools — on StackWho.

Who is the CEO of PlanPerfect Retirement?

Sheree Tallerman is the CEO at PlanPerfect Retirement. Get verified contact information on StackWho.

Where is PlanPerfect Retirement located?

PlanPerfect Retirement is based in Newport Beach, California, United States.

PlanPerfect Retirement

planperfectretirement.com

financial services

planperfectretirement.com

Newport Beach, California, United States

1-10 employees

LinkedIn Profile

About PlanPerfect Retirement

trust accounting, administration, compliance, mutual fund review, expense analysis, third party administrators, tpa, corporate retirement, erisa compliance, plan participant portal, employee contribution management, retirement plan design, management consulting, plan compliance services, b2b, discretionary employer contributions, defined benefit pension plan, employee benefits, cash balance plan, combo plan solutions

PlanPerfect Retirement's Tech Stack

AI/ML

Decision Makers at PlanPerfect Retirement

1 contact

Sheree Tallerman

CEO

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21 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

WordPress as a CMS signals a content-driven or SMB digital presence. SEO tools, hosting solutions, and page-builder plugins are natural fits for outreach.

PlanPerfect Retirement's Position in the StackWho Database

• PlanPerfect Retirement is 1 of 21,667 financial services companies tracked in StackWho.
• 21,586 financial services companies in our database have verified decision-maker emails (100% of the cohort).
• 53,147 companies in California are in the StackWho database.
• 8,943 financial services companies are in the 1-10 employee range (same size as PlanPerfect Retirement).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated July 2026.

Frequently Asked Questions

What technology does PlanPerfect Retirement use?

PlanPerfect Retirement uses Cloudflare DNS, Gmail, Google Apps, CloudFlare Hosting, Sendgrid, Amazon AWS, and 15 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at PlanPerfect Retirement?

StackWho has verified email addresses for 1 decision maker at PlanPerfect Retirement. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach PlanPerfect Retirement directly for sales, recruiting, or partnerships.

What industry is PlanPerfect Retirement in?

PlanPerfect Retirement operates in the financial services industry, headquartered in Newport Beach, California, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export PlanPerfect Retirement's contact data?

Yes. StackWho Pro members can export decision maker contact data for PlanPerfect Retirement and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.