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Meet Our Team

Tatiana Stratigaki, CFP®

Vice President | Head of Boca Raton Office


Tatiana focuses on providing clients with investment solutions and financial planning at the Boca Raton office of Concurrent Advisors.  Prior to joining Concurrent Investment Advisors in 2023, Tatiana worked within the...

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Our team approach adds perspective to all we do and provides increased benefits to our clients.

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.