Tatiana Stratigaki, CFP®SENIOR WEALTH ADVISOR
Tatiana Stratigaki joined United Capital in 2007 and has over 14 years of experience in the financial services industry. As Senior Wealth Adviser, she focuses on each client’s individual concerns and objectives by analyzing all aspects of their financial life and formulating customized financial plans to help realize their goals. Tatiana focuses on working with individuals, couples and families to help them navigate the financial decisions they face throughout all stages of life, including marriage, retirement, divorce and college education planning.
Utilizing United Capital’s Your Money Mind® experience, Tatiana recognizes the insight that clients gain by better understanding the way they feel about money and how it shapes their financial decisions. Helping clients identify their goals and priorities through Honest Conversations® further establishes the basic foundation for implementing a customized financial plan. She sees the financial planning work as the spine to a client’s financial life, with the investments as the arms and legs moving the client forward.
While applying a disciplined approach and process, each client’s investment portfolio is constructed to meet their unique needs and preferences. Placing equal importance on the client’s investment strategy and their financial plan enables Tatiana to assist her clients in living their One Best Financial Life®. Through the monitoring of financial priorities and adjustments in investments, Tatiana strives to keep the plan on track as life changes occur.
Having a strong background as Director of Operations for many years, Tatiana also provides ongoing oversight for her team to provide clients with exceptional and consistent service, as well as timely reports and communications. With her highly detailed style, she is dedicated to optimizing the office’s strategic efforts and informing decisions that provide positive impact and value for her clients.
Graduating summa cum laude from Marymount University in Arlington, Virginia, Tatiana earned a Bachelor of Science in Finance and International Business. She also holds a Series 7, Series 66, Series 24 securities registrations and insurance licenses.
Tatiana enjoys her time outside of the office with her husband and two young children.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.