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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

© 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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