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.

SANDEEP VARMA

(858) 643-5757 
sandeep.v@atsfinancial.com 

 

Sandeep is the creative mind and backbone of ATS Financial Services. As a financial advisor for over 25 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 conferences and symposiums helping other advisors to understand how to educate and implement various advanced strategies for their clients. His strategies help clients to work toward their goals. Sandeep is also well known as a dedicated family man. His partner, Nisha, is also his wife and their children, Ashni, Smita, and Sanjeev are often seen accompanying them to the office and are enjoyed by the staff as well as visiting clients. Sandeep puts high value on family, which is often reflected in his work with clients and provides the foundation for his multi-generational planning strategies.

 

CA. Insurance Lic. #0790710