Meet The Team

 

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 strategies and service.

ATS Financial Advisors

 

To learn more about the professional history of our financial advisor(s), please visit

FINRA's BrokerCheck

Sandeep Varma

ATS Wealth Strategist

 

Sandeep is the creative mind and backbone of ATS Financial Services. Sandeep has been a financial advisor since 1990. His objective is to help families plan for their future, as well as their future generations.

 

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sandeep.v@atsfinancial.com

office: 858-643-5757  

fax: 858-643-5756

steve.m@atsfinancial.com

Office: 858-643-5757  

Fax: 858-643-5756

Steven Musser

ATS Wealth Strategist

 

Steve leads our client service department and helps ensure that all office procedures are in compliance with current rules and regulations.

 

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Eugene Plahotnii

ATS Chief Operating Officer

ATS Wealth Strategist

eugene.p@atsfinancial.com

Jack Reagan

CEP

jack@atsfinancial.com

Phylip Simmons

ATS Wealth Strategist

phylip.s@atsfinancial.com

 

Office Administration

Nisha Varma

ATS Operations Manager

 

Nisha manages our office staff and coordinates all details of the office operations. She also trains all new staff and provides support to our financial advisors. Nisha has been working with Sandeep at ATS since 1990.

 

 

nisha.v@atsfinancial.com

office: 858-643-5757  

fax: 858-643-5756

mindi.j@atsfinancial.com

Office: 858-643-5757  

Fax: 858-643-5756

Mindi Jellison

ATS Client Relations Manager

 

Mindi serves in the crucial role of building client relations. She's a very service-minded person and enjoys helping new clients, focusing on their objectives and understanding their estate planning needs. Mindi also coordinates our educational workshops and client events, and assists with office management. Mindi loves to cook, garden, and enjoys time with her family.

Dana Aguilar

ATS Client Relations Coordinator

dana.a@atsfinancial.com

Rebecca Gallardi

ATS Client Relations Coordinator

rebecca.g@atsfinancial.com

Bianca Cervantes

ATS Client Relations Coordinator

bianca.c@atsfinancial.com

REGULAR  HOURS 

 Monday to Friday

8am - 5pm  

CONTACT & LOCATIONS

ATS San Diego

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

BY  APPOINTMENT 

 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.