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Financial Literacy & Wealth Building
Learn about investing, retirement planning and building Financial Independence

Tatiana Stratigaki, CFP 
Vice President, Concurrent Advisors

Tatiana Stratigaki is a seasoned financial advisor at Concurrent Advisors’ Boca Raton office, where she provides personalized investment strategies and comprehensive financial planning tailored to each client’s unique needs. With a deep commitment to a client-first philosophy and lengthy experience in wealth management, Tatiana partners with individuals and families to help them achieve financial confidence and long-term success.

Before joining Concurrent Advisors in 2023, Tatiana was an advisor with the Personal Financial Management division at Goldman Sachs, where she advised clients within the firm’s Asset & Wealth Management department. Her extensive experience in retirement planning, cash flow management, estate planning, tax planning allows her to guide clients through life’s financial transitions with clarity and control.

Whether preparing for retirement, preserving generational wealth, or optimizing investment portfolios, Tatiana is committed to delivering thoughtful, tailored strategies that align with the clients’ long-term financial goals.

Tatiana earned her Bachelor of Science in Finance and International Business from Marymount University in Arlington, Virginia, graduating Summa Cum Laude. She is also a CERTIFIED FINANCIAL PLANNER™ (CFP®), underscoring her dedication to upholding the highest standards in financial planning.

Outside of work, Tatiana enjoys spending quality time with her husband and two children, embracing traveling and creating lasting memories together.