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Meagan Tanner

Licensed Client Service Associate

A proud Alaska native, Meagan has made Northern California her home, where she works remotely as part of the TPO Financial Team. With over five years of customer service experience, she joined the firm in 2023 and plays a key role in both client service and new account setup.

Meagan holds an Associate’s Degree in Hospitality and brings her strong background in customer care to every interaction. She is passionate about creating positive client experiences and enjoys connecting with clients. Meagan currently holds her Life & Health Insurance licenses and is excited to further her knowledge in the financial services industry.

Outside of work, Meagan embraces adventure and cherishes time with loved ones—whether she’s outdoors with her husband and two dogs, skiing, traveling on road trips, or gathering 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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