Tax-Optimized Planning Solutions was founded by a team of seasoned financial professionals who recognized a persistent gap in the third-party administrator industry. The most sophisticated business owners, those who had outgrown standard retirement planning, were too often handed off to TPA firms that lacked the technical depth, the actuarial credentials, or the willingness to design plans calibrated to each owner’s specific situation.

Our founders, Brent Gordon and Sergio Pessoa, both Certified Financial Planner® professionals, have spent the better part of two decades serving high-income business owners and their families. They built Tax-Optimized Planning Solutions to do one thing exceptionally well: design and administer qualified retirement plans that deliver measurable results, backed by credentialed actuarial expertise, strict regulatory compliance, and a client experience that respects the time and intelligence of every business owner we serve.

Headquartered in Albuquerque, New Mexico, our team is intentionally distributed across the country. Our partners, actuary, investment leadership, and operations professionals work from Albuquerque, El Paso, northern New Jersey, Illinois, and Texas. This national footprint gives us direct visibility into the regional industries we serve and allows us to support clients wherever their business is based.