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Ella Plotkin-Oren

Associate Financial Adviser

Ella officially joined TPO Financial & Insurance Services in 2024, though her connection to the firm runs much deeper—as Tammy’s oldest daughter, she has grown up around the industry. Today, she is learning the many facets of the business by supporting both the Advisers and the Administrative team, bringing fresh perspective and energy to every project.

A proud graduate of the University of California, Berkeley, Ella earned her B.A. in Global Studies and broadened her academic experience with a year at The London School of Economics and Political Science. She is enrolled in a CFP Board-Registered program to further her financial planning knowledge and is eager to help clients navigate the world of personal finance with curiosity, care, and dedication.

Ella resides in San Francisco, where she is actively exploring the city’s vibrant food scene. In her free time, she enjoys solo travel, hiking, yoga, and spending quality time with friends and family.

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821 Delaware Street
Berkeley, CA 94710

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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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