Tammy Plotkin-Oren
Founder & Principal of TPO Financial & Insurance Services
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Berkeley, CA, US
- LinkedIn followers
- 500 followers
About Tammy Plotkin-Oren
As Founder and Principal of TPO Financial & Insurance Services, I am passionate about helping my clients build, protect and manage their wealth, and bringing them peace of mind about their financial future. We operate under the highest of standards of integrity, commitment, professionalism, knowledge, and loyalty. We focus on our clients\' best interests and needs.Headquartered in Berkeley, CA, we specialize in financial, planning, investment and retirement planning. We get to know our clients and educate them on all of their options so that we\'re able to help guide them and make recommendations that are in alignment with their goals and values.We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to retirement, college funding, lifetime income strategies and managing costs for extended periods of care. Contact us to help you fully analyze your needs and recommend appropriate solutions.I am a Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, and licensed as an Agent with New York Life Insurance Company and Registered Representative of and offer securities products and services through NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency. Eagle Strategies LLC & NYLIFE Securities LLC are New York Life Companies. 821 Delaware Street, Berkeley CA 94710;(51••••••09Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Neither TPO Financial nor New York Life Insurance Company, or its agents, provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professionals before making any decisions. TPO Financial is not owned or operated by New York Life Insurance Company or its affiliates. CA insurance license is 0E65857
Experience
Financial Services Professional
Feb 2005 — Present · San Francisco, CA, US
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC.821 Delaware Street, Berkeley CA 94••••••••09I am not licensed in all jurisdictions.
Education
University of California, Berkeley, Haas School of Business
MBA
1997 — 1999
University of California, Berkeley
BA, Economics
Skills
- College Savings Plans
- Charitable Giving
- Retirement Planning
- Business Insurance Planning
- Key Person Insurance
- Asset Protection
- Wealth Transfer Strategies
- Small Business
- Investments
- Disability Insurance
- Personal Finance
- Protection Planning/Family Security
- Succession Planning
- 401k Rollovers
- Financial Services
- Lifetime Income Strategies
- Portfolio Management
- Legacy Planning
- Life Insurance
- Disability Insurance Planning
- Finance
- Strategic Planning
- Product Marketing
- Insurance
- Life Insurance Strategies
- Financial Planning
- Asset Allocation
- Mutual Funds
- Financial Planners
- Risk Management
- College Savings Planning
- Wealth Preservation Planning
- Securities
- Fixed Annuities
- Estate Planning
- Retirement
- Strategic Financial Planning
- Investment Strategies
- Alternative Investments
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.