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.  

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

 

Copyright 2019 ATS Financial.

 

Securities, insurance, and advisory services offered through FSC Securities Corporation, member FINRA & SIPC. Additional advisory services offered through ATS Wealth Management, a registered investment advisor unaffiliated with FSC. ATS is a marketing name.

 

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.

 

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

Social Media Disclosure can be viewed visiting this Social Media Disclosure Page.

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.

 

Click to read more...

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.

 

 Click to read more...

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.

Esmeralda Pamatz

ATS Client Relations Coordinator

esmeralda.p@atsfinancial.com

Rebecca Gallardi

ATS Client Relations Coordinator

rebecca.g@atsfinancial.com

Alyssa Abellar

ATS Client Relations Coordinator

alyssa.a@atsfinancial.com