Tatiana Stratigaki is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has previously worked at Goldman Sachs, Cetera Advisor Networks, United Capital, and Girard Securities. Tatiana is also a licensed insurance agent.
Concurrent Investment Advisors, LLC is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.