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Phylip Simmons

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(858) 643-5757 
jack@atsfinancial.com 

Phylip has over a decade of experience in the financial services industry and holds the Series 7 and 66 licenses. He earned an MBA in Entrepreneurship and Innovation from Point Loma Nazarene University and a Bachelor of Arts in Economics from California State University in San Marcos.

Phylip is a San Diego local, who’s family is from Canada. He finds his peace Reviewed By the ocean, and his passion is working with youth. He has spent the last eight years as a volunteer advisor for the YMCA of San Diego. He is married and enjoys raising his toddler and capturing all the milestone moments in his son’s life.

 

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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

© 2025 ATS Advanced Trustee Strategies, Inc.

Copyright 2025 ATS Financial.

Cetera affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all the investments and services mentioned are available in every state. The Cetera family of companies exclusively provide investment products and services through its representatives. 

 

Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA insurance license #0644976), member FINRA, SIPC. Advisory services offered through Cetera Investment Advisers LLC and ATS Wealth Management, both registered investment advisers. Fixed insurance products offered through Varma Insurance Marketing Strategies, CA insurance license # 0G72944.  Cetera is under separate ownership from any other named entity.

ATS Wealth Management is not affiliated with Avantax®. 

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