Eugene C. “Gene” Gordon
Founder/Chief Executive Officer
Our Founder and CEO is nationally recognized as a leader in America’s Pension industry as a design and development innovator. Decades of experience building pension plan design companies, Cash Balance and Defined Benefit TPA’s, Marketing Organizations, Insurance product design and distribution, make him a sought after consultant and partner to this country’s largest financial institutions.
Although, history and experience are strong on Gene’s resume, he would say they are easily surpassed by today’s new inventions, the evolution of the most cutting-edge ideas of the day. Inventing, refreshing, improving and updating in today’s moving target world are paramount to him and the firm he founded. To him and his team, there is no such thing as an old client because existing clients get the latest, modern approaches. This industry innovator pioneered “Owner-Leveraged” Defined Benefit Plans, and Insured Cash Balance Plans decades ago with the goal of providing proprietary tax savings strategies for clients nationwide.
He leads an experienced team of experts blending unique life insurance products with investments tailored by Financial Advisor partners. Gene is a sought-after speaker at financial services and life insurance company national conferences. He is a recipient of the Pacific Life Insurance Company Vanguard Award for lifetime achievement as an elite, industry leader.
Under his guidance, PensionQuote™ has designed and managed tens of thousands of plans nationwide. He is a Founding Charter Member of “Top of the Table,” and “Forum.” His proprietary proven methodologies include How To Retire On The Money You Didn’t Pay Uncle Sam, Never Defer A Tax Refund, Marketing From The Downside, and UltraComp™ Exit Strategies, among many others.