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Our Team

Our team is passionate about empowering clients so they feel confident pursuing their goals. We offer a wide range of expertise and experience to support you on your journey, and we are constantly learning and growing to better meet your needs. With world-class service and a steadfast commitment to your best interests, we deliver an exceptional planning experience that allows you to focus on the people and things that matter most to you.

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Tammy Plotkin-Oren, CFP®, ChFC®, RICP®, MBA

Principal and Financial Adviser
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Christine Cabras headshot 2025

Christine Cabras

Financial Adviser
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Ella Plotkin-Oren

Associate Financial Adviser
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Karen Hill

Licensed Client Service Associate
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Ariona Ellis

Registered Client Service Associate
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Meagan Tanner headshot 2025

Meagan Tanner

Licensed Client Service Associate
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Strategic Alliances

Effective financial planning may require a team of professionals working together to serve your best interests. If you have an attorney, accountant, trust officer and other advisors you trust, we are happy to collaborate with them. We will also bring in other subject matter experts as needed to serve your needs.

At TPO Financial, we have forged strategic alliances with these companies to help deliver the most comprehensive service available.

The Nautilus Group logo
Eagle Strategies LLC logo
New York Life logo
Ash Brokerage logo

Disclosures

Ash Brokerage is a privately owned family-operated insurance brokerage general agency. Ash provides us with a variety of products and support for life insurance, long-term care, disability income, and annuities. Our relationship with Ash supports our mission to provide our clients with objective solutions to suit their individual needs.

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Our Location

821 Delaware Street
Berkeley, CA 94710

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Contact us

Phone: (510) 433-3109
tammy@tpofinancial.com

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Disclosure

Tammy Plotkin-Oren is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AZ, CA (CA Insurance License #0E65857), CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, ME, MN, NC, NE, NJ, NM, NV, NY, OR, PA, RI, TX, UT, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Tammy Plotkin-Oren is licensed and authorized to offer insurance in California, but TPO Financial and Insurance Services may not be. For additional information on California licensure status, please click here.

Tammy Plotkin-Oren is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 821 Delaware St, Berkeley, CA, 94710, 510-433-3109. In this regard, this communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, ME, MN, NC, NE, NJ, NM, NV, NY, OR, PA, RI, TX, UT, VA, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Tammy Plotkin-Oren is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, ME, MN, NC, NE, NJ, NM, NV, NY, OR, PA, RI, TX, UT, VA, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Tammy Plotkin-Oren is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Christine Cabras is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0K72050), TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Christine Cabras is licensed and authorized to offer insurance in California, but TPO Financial and Insurance Services may not be. For additional information on California licensure status, please click here.

Christine Cabras is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 821 Delaware St, Berkeley, CA, 94710, 510-932-6794. In this regard, this communication is strictly intended for individuals residing in the states of CA, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Christine Cabras is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the state of California. As such, these services are strictly intended for individuals residing in the state referenced.

TPO Financial and Insurance Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither TPO Financial and Insurance Services nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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