LPL Financial Advisor

CA Insurance Lic. # 0741879
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Tina M. Hum, CFP®, has been in the financial services industry for 20 years with an emphasis on personal financial planning for pre-retirees, professionals, and small business owners. Tina's office is in Newport Beach, CA, and she has been involved with the Irvine Chamber of Commerce, National Association of Women Business Owners, and Financial Planning Association. Tina currently lives in Irvine with her husband, Wesley, and together they attend Grace Fellowship Church. Tina has been working with ATS for over 11 years and strongly believes that by coordinating a team of advisors, such as an estate planning firm, attorney, tax accountant, and other skilled professionals, she can better help her clients pursue their long-term goals. Tina feels very privileged to be working with such an outstanding firm as ATS and has been very pleased with their collaborative efforts.

LPL Financial Advisor

CA. Insurance Lic. # 0A96793
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Jack joined ATS over seven years ago and since then has proven to be a key element to our success. Jack has served as an advisor in the financial services arena for over ten years. He is known for his strong expertise in long-term care, insurance and investments. Prior to the investment & financial industry, he served 25 years as a business management consultant.

ATS Wealth Strategist

CA Insurance Lic. # 0824744
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Steve heads up our client service department and has been crucial in ensuring that all office procedures are in compliance with current rules and regulations. Steve is originally from the East Coast. After graduating from Assumption College in Massachusetts, he was commissioned as an Ensign in the Navy and transferred to San Diego. Following six years of active duty, he then joined American Express in 1991 where he first met and worked with Sandeep Varma. Steve brings over seventeen years of experience working with clients in the areas of investment, retirement and estate planning. He also continues to serve as a Captain in the Naval Reserve.

ATS Wealth Strategist

CA Insurance Lic. # 0790710
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Sandeep is the creative mind and backbone of ATS Financial Services. As a financial advisor for over eighteen years he has made it his goal to help families plan for their futures. With comprehensive knowledge of diverse and sophisticated investment vehicles, he specializes in working with clients and a team of advisors to implement advanced strategies. In 1995 he created the "7 Biggest Mistakes Trustees Often Make" seminar to help trustees plan properly. Since then he has devised additional educational tools to assist advisors and clients in this complicated area of financial planning. Sandeep conducts in-depth, small group or one on one training for other advisors and professionals and speaks regularly at various regional and national conferences and symposiums helping other advisors to understand how to educate and implement various advanced strategies for their clients. His strategies not only allow clients to work toward their goals but have also resulted in over $50 million dollars of charitable donations being gifted to local and national charities such as American Red Cross, Sitrin Healthcare Foundation, SHARP HealthCare Foundation, Palomar Pomerado Health Foundation, St. Vincent de Paul, the Blood Bank, Boy Scouts of America, & Children's Hospitals of Oakland and San Diego.

Sandeep is also well known as a dedicated family man. His partner, Nisha, is also his wife and their children, Ashni, Smita, & Sanjeev are often seen accompanying them to the office and are enjoyed by the staff as well as visiting clients. He puts high value on family, which is often reflected in his work with clients and is the reason behind his multi-generational planning.