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 Financial Consultants are affiliated with LPL Financial, the nation's largest, independent Broker Dealer,  baed on total revenues, as reported in the Financial Planning Magazine, June 1996-2009, with headquarters in Boston and San Diego  Our independence means that we are able to access unbiased research and offer unbiased advice and  access to a universe of investment products and services.  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.