Tammy Plotkin-Oren

Title: President

Tammy Plotkin-Oren is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC).  She is the principal and owner of TPO Financial and Insurance Services in Oakland, CA. As a mother of three, Tammy knows first-hand that financial needs and priorities change as families evolve.  A core focus of her practice is risk management and how to use insurance and other tools to ensure that her clients’ fulfill their plans.  She is passionate about helping people protect and plan for a secure financial future.    

Her prior experience includes several years as an investment banking analyst in Tel Aviv, Israel prior to returning to Berkeley for her MBA.   After finishing the MBA program, Tammy joined an Internet Photography start-up and served as Director of Product Marketing.  In 2004, Tammy decided to return to the finance world, this time with a focus on personal finance and started her own business.

She is active in her local community and has served on various boards including the Research Development Board at Children’s Hospital Oakland Research Institute (CHORI) and the Bay Area Children’s Theatre.

She lives in the East Bay with her husband Arnon and three daughters. In her free time, you can find her running, watching her daughters’ soccer games and going on adventurous family vacations.