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Tatiana Stratigaki, CFP®

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 Asset & Wealth Management business of Goldman Sachs. Tatiana has an extensive background in helping clients prepare and transition into retirement.  She finds joy in helping clients navigate matters involving cash flow management and estate planning so they can make financial decisions with confidence and control.

Graduating Summa Cum Laude from Marymount University in Arlington, Virginia, Tatiana earned a Bachelor of Science in Finance and International Business. She is also a CERTIFIED FINANCIAL PLANNER™ (CFP®).

Tatiana enjoys spending time outside of the office with her husband and two young children.