Tammy Plotkin-Oren, CFP®, ChFC®, RICP®, MBA
Principal and Financial Adviser
Bringing her clients peace of mind and taking the burden of financial planning off their shoulders is what makes Tammy so passionate about her work. In her financial planning work, Tammy puts her clients’ best interests first and uses her expansive background and approachable, understanding character to get to know her clients on a personal level so she can help them make the choices that fit for what they desire.
Tammy founded TPO Financial & Insurance Services in 2005 to make a real impact on the lives of fellow business owners, professionals and their families. As a Certified Financial Planner™ in Berkeley, California, Tammy assists her clients with financial planning, insurance planning, investment planning, and retirement preparation. With a strong ability to focus on the big picture, Tammy creates comprehensive plans for each individual while demonstrating her genuine care for their financial future.
Over the years Tammy has expanded the team to provide excellent service and maintain authentic connections to her clients. As she brings her oldest daughter, Ella, into the business, she is focused on bridging these relationships far into the future.
Awards, Recognition and Memberships
Designations and Degrees
Community Involvement
Personal Life
*The Premier Association of Financial Professionals, MDRT is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
