At TPO Financial and Insurance Services, we recognize that people have different financial and insurance needs at various stages of their lives. We work closely with each client to understand their goals, protect what they have, plan for the future and adjust as needed along the way.

As a Financial Adviser for Eagle Strategies LLC, Tammy Plotkin-Oren offers both comprehensive financial and insurance planning as well as individual products recommended based on your needs and can assist clients with:

• Life, disability and long-term care insurance planning
• Investment*, retirement and college savings planning
• Estate and business planning
• Fee-based financial planning

We also network with specialists in the areas of estate, tax and charitable giving planning to connect help our clients with the best professionals in each area.

Tammy Plotkin-Oren is a CERTIFIED FINANCIAL PLANNER ^TM Professional and is principal of TPO Financial and Insurance Services. Tammy is focused on helping individuals, families and small businesses effectively navigate the world of financial and insurance planning^ through various stages of life. As a mother of three, Tammy knows first-hand that financial needs and priorities change as families evolve. She is passionate about helping people protect and plan for a secure financial future.

Tammy holds an MBA from the Haas School of Business, University of California at Berkeley and a BA in Economics from the University of California at Berkeley. Prior to earning the CFP® designation, Tammy worked as an investment banking analyst and high tech marketing executive.

Tammy lives in the Bay Area where she is active in her local community.

*Investments products and services offered as a Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance Agency.