Transcendent Planning

About US

Transcendent Planning is a boutique General Brokerage and Marketing Organization built on the philosophy that meaningful relationships go far beyond just business.  

Through focused relationship building, we have leveraged our combined 25+ years of insurance wholesaling experience to establish a unique network of strategic partners whose primary function is to provide access to additional sales and marketing platforms that are proven to elevate your business.  

We are driven by a passion to help others and strive to contribute towards finding a cure for cancer, a disease that has affected each of us personally through our family, friends and business partners.

Mission

Transcendent Planning partners with businesses, financial professionals, and individuals to maximize efficiencies, provide cost containment solutions and generate new revenue streams.

We represent the end-clients best interest in every situation by taking the time to understand their specific challenges and stress centers before offering a variety of solutions. We educate our clients so that they can arrive at an informed decision regarding which strategies or solutions will be most efficient for their unique situation.

Eric Neilsen
Co-Owner

Eric was born and raised in Pittsburgh, PA.  To pay for college, he joined the Army National Guard, where he served proudly for 6 years.  While serving in the military, Eric attended Radford University, where he graduated with his Bachelor’s Degree in Speech Communications with an emphasis on Public Relations and Marketing in 2002.  After college, Eric moved to California to pursue his dream of golf weather every day and a brighter future.

In 2005, Eric began his career with same insurance wholesaler as Gavin, which is where they met. He started as an Annuity Sales & Marketing rep, eventually being named Co-Director of Annuity Sales & Marketing before his departure in 2013.  In 2015, Eric married his wife, Ashley in Cancun, Mexico and they have a pug, named Gino.

Outside of his professional career, Eric is an avid sports fan who supports anything and everything Pittsburgh (Steelers, Penguins, Pirates).  Eric is also an avid Barcelona, Virginia Tech Hokies, and PGA Tour fan.  In his spare time, Eric enjoys playing golf, playing poker with buddies and loves to go to Vegas.

Gavin Wallace
Co-Owner

Gavin was born and raised in the suburbs of NYC.  He graduated from Franklin and Marshall College in 2005 with his Bachelor’s Degree in Business Management.  After college, Gavin began his professional career as a Loan Officer and originated mortgages working both for a bank and as an independent broker.  

Gavin moved to Orange County, CA in 2007 to escape the weather and accepted an entry-level position as a Life Insurance Wholesaler.  This became his career calling as he obtained various professional designations and discovered a passion for assisting advisors and their clients while advocating for the insurance industry as a whole.  

Outside of his professional career, Gavin is an avid sports fan who supports the Yankees, Knicks, Rangers, and NY Giants.  He has volunteered as a Youth Flag-Football Coach and plays in basketball and wiffle ball leagues with his friends.  When he isn’t busy with work or sports, you can likely find Gavin refining his culinary skills.  His favorite dish is pizza and he estimates having made over 500 pizzas in his lifetime entirely from scratch.

Louis Orta
Benefits Specialist

Louie was born in Houston, Texas. With aspirations of being part of something bigger than himself, he Joined the United States Marine Corps. After 2 Combat tours overseas, Louie came home with a passion for life. He decided California would be his new home. In 2016, Louie married his wife, Kaylyn. They are currently growing their family.

Working closely with business owners and Human Resource professionals, Louie looked to understand the day-to-day of the people he works closets to. In 2019, he earned a bachelor’s degree in Business Management with an emphasis in Human Resources. With life lessons and college education, Louie brings passion and a true other-centered approach in his work and personal life. 

Outside of his professional life, Louie is a social butterfly and enjoys spending time with friends and family. Good food and Great company are what he appreciates most. Being a proud Houstonian, he fully supports all Professional Houston sport teams. Especially the Astros.