We are dedicated to helping you work to preserve and manage your assets, prepare for retirement and unexpected events, and develop a legacy that benefits your loved ones and future generations.

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      ATS stands for Advanced Trustee Strategies. We are dedicated to helping people learn about and implement advanced strategies to help 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 seminar “The Seven Biggest Mistakes Trustees Often Make.” ATS works as a team with estate planning attorneys and accountants to help develop appropriate strategies for individuals and families.

      ATS is a financial services firm that specializes in multi-generational estate planning. Our dedicated team of financial professionals proudly stands by our hallmarks of integrity, service, and knowledge in our mission to exceed your highest expectations.

You can find out more by clicking Here.

ATS Wealth Strategists are affiliated with FSC Securities Corporation, one of the largest independent broker/dealer*. We have access to unbiased research and can offer financial products and services from a wide range of companies. Our advice is offered in your best interest.

We have offices in San Diego and the San Francisco Bay Area and we work with clients throughout the country.

Contact Us today to determine how we can help you pursue your financial and estate planning needs.

 *As reported in Financial Planning magazine 1996-2014, based on total revenues. FSC Securities Corporation does not manufacture or sell any proprietary products or investments.


 Monday to Friday

8am - 5pm  


ATS San Diego

(858) 643-5757
5435 Oberlin Drive, Suite 200
San Diego, CA 92121


 Monday to Friday

8am - 5pm 

ATS Palo Alto

(650) 243-2224

  © 2019 ATS Advanced Trustee Strategies, Inc.  

Copyright 2020 ATS Financial.

Registered Representatives offering securities offered through FSC Securities Corporation (FSC) member FINRA/SIPC. Investment advisory services offered through FSC and/or ATS Wealth Management. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

The FSC Securities Corporation Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

AK, AZ, CA, CO, CT, FL, GA, HA, IL, IN, KS, MD, MO, MS, NE, NC, NJ, NM, NV, NY, OH, OK, OR, RI, SC, TX, UT, WA. Sandeep Varma and the individuals employed by ATS Financial are not Legal, Tax, or Real Estate Professionals and do not provide Legal, Tax, or Real Estate advice. FSC Securities Corporation does not provide Legal, Tax, or Real Estate advice. We suggest that you discuss your specific situation with a qualified Attorney, CPA, or Real Estate Agent.