ATS stands for Advanced Trustee Strategies. ATS Financial Services is dedicated to helping people to learn about and implement advanced strategies to most effectively manage and pass on their wealth. We are committed to education and offer a wide range of seminars, workshops and presentations including our signature workshop “The Seven Biggest Mistakes Trustees Often Make”. ATS works as a team with estate planning attorneys and accountants to develop the most appropriate strategies for individuals and families. 

ATS is affiliated with Linsco/Private Ledger, the nation’s largest, independent Broker Dealer with headquarters in Boston and San Diego. Our independence means that we are able to access unbiased research and offer unbiased advice and the best possible investment products and services available.  We do not manufacture or sell any proprietary products or investments.  ATS has offices in San Diego, Orange County and the San Francisco Bay area and works with clients throughout the country.

To better address the needs of our clients, we employ a team approach in all areas of service.  Our dedicated professionals and staff are committed to broadening their expertise and providing our clients with the best possible solutions and service.

Sandeep Varma, LPL Financial Advisor   
Sandeep is the creative mind and backbone of ATS Financial Services. Click here to read bio...   Click here for Sandeep's new book!...

Steve Musser, LPL Financial Advisor  
Steve heads up our client service department and is also responsible for ensuring that all office procedures are in compliance with current rules and regulations. Click here to read bio...

Jack Reagan, LPL Financial Advisor    
Jack has been with ATS for over five years and has been the driving force behind our telephone interview department. Click here read bio...

Tina Hum, LPL Financial Advisor    
Tina is a Registered Investment Advisor with offices located in Irvine, California. Click here to read bio...

We have a dedicated office staff that is available to assist our clients and seminar attendees in any way needed. They also support our financial advisors and make sure the office runs efficiently at all times. Staff bios...

ATS' dedicated external team members add indispensable expertise and experience to our comprehesive estate planning services. Read more...