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STEVE MUSSER

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(858) 643-5757 
steve.m@atsfinancial.com 

 

Steve leads our client service department and helps ensure that all office procedures are in compliance with current rules and regulations. Steve is originally from the East Coast. After graduating from Assumption College in Massachusetts, he was commissioned as an ensign in the Navy and transferred to San Diego. Following six years of active duty, he then joined American Express in 1991 where he first met and worked with Sandeep Varma. Steve brings over 23 years of experience working with clients in the areas of investment, retirement and estate planning.  After 30 years of active and reserve service, Steve retired as a Captain from the Navy Reserve in June, 2015.

 

CA. Insurance Lic. #0824744

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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

  © 2019 ATS Advanced Trustee Strategies, Inc.  

Copyright 2022 ATS Financial.

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Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠ and/or ATS Wealth Management. Insurance services offered through an Avantax® affiliated insurance agency and/or Varma Insurance Marketing Strategies. CA 0790710. CA 0824744. CA 0H50923. ATS Wealth Management is not affiliated with Avantax®. 

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