ATS WEALTH MANAGEMENT - Key Persons
Job Titles:
- Business Operations Director
Job Titles:
- Director of Research
- Director of ResearchDavid
Director of ResearchDavid has served as a Director of Research in the financial services industry for just under a decade. He received his PhD and Master of Science in Engineering from University of California, San Diego as well as Bachelor of Science in Mathematics from the University of California, Santa Barbara. David lives in La Jolla with his two wonderful children.
Favorite destination: Home or Hawaii
Job Titles:
- Client Services Coordinator
Isabella, a native of sunny San Diego, is a devoted dog and cat mom to one Chiweenie and her cat named Soup. She enjoys spending her free time writing music, practicing esthetics as a licensed esthetician, and spending time with family. Isabella is proud to be part of ATS, where she looks forward to collaborating with an exceptional team and building lasting client relationships.
Favorite destination: Anywhere surrounded Reviewed By trees!
Favorite food: Mexican
Item on the bucket list: Travel as much of the world as she can.
Job Titles:
- Client Relations Coordinator
Jonathan is a San Diego native, but spent his childhood in Mexico along the beach. He misses the scenery and enjoys going back as much as he can. Jonathan received his Associate Degree in Business Administration at Mira Costa College, and is currently finishing his Bachelor of Arts in Finance at Cal State University, San Marcos. Jonathan loves to travel with family or friends. You'll rarely find him at home as he enjoys adventures and seeing new places. He has extensive Healthcare Administration experience with previous positions working in Assisted Living and Skilled Nursing facilities, and hospitals in San Diego County. Jonathan is very big on family values and is excited to be a part of the ATS family.
Favorite destination: Puerto Vallarta
Favorite food: Seafood from my dad's hometown Ixtapa
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.
Favorite destination: Cabo San Lucas
Job Titles:
- Director of First Impressions
Job Titles:
- Our Founder
- Wealth Strategist
Sandeep is the creative mind and backbone of ATS Wealth Management. He has over three decades of experience as a financial advisor, and has made it his goal to help families plan for their financial futures. He is known for his ingenious perspectives working with clients and a team of advisors to implement advanced strategies both unique and appropriate for each client family. In 1995, Sandeep created the "7 Biggest Mistakes Trustees Often Make" seminar to help trustees plan properly.
Over the years, Sandeep has become recognized as a leader in estate planning and has since devised additional educational tools to assist advisors and clients in this complex area of financial planning. He conducts in-depth, small group, or one-on-one training and speaks regularly at various conferences and symposiums. His mission is to help other advisors understand how to educate and implement various advanced strategies so that clients achieve their goals.
Sandeep is a dedicated family man working alongside his wife Nisha as a business partner. Their three children, Ashni, Smitha, and Sanjeev are often seen at client events. Sandeep places high value on family and this mindset provides the foundation and motivation for his multi-generational work with client families.
Favorite destination: Maui
Our founder Sandeep Varma started his career in commodities trading in San Diego. He quickly rose to prominence within the office and through his efforts, developed a close relationship with a prospective client's daughter, Nisha. After seizing an opportunity to work at American Express Financial Advisors and finding great success there, he began to envision an improved approach to serving clients' needs - one that provided comprehensive solutions for their financial goals and objectives. He left American Express, and with his wife Nisha, founded Advanced Trustee Strategies. They now work tirelessly together to help individuals and families with financial planning, education, and stability.
Steve is originally from the East Coast. After graduating from Assumption College in Massachusetts and completing Navy ROTC training, he was commissioned as an Ensign in the U.S. Navy and transferred to San Diego. Following six years of active duty, he joined American Express Financial Advisors in 1991, where he first started working with Sandeep Varma. Shortly thereafter, Steve joined Sandeep at ATS as a Wealth Strategist. Steve brings over three decades of experience working with clients in the areas of investment, retirement, and estate planning. He takes great pride in providing personalized service and unbiased advice to ATS clients and their families. In recent years he has focused on helping clients with their decisions regarding Medicare Advantage, Medicare Supplement and Medicare Part D prescription drug plans. He holds Series 6, 65, and 7 as well as the California insurance license. After 30 years of active and reserve service, Steve retired as a Captain from the Navy Reserve in June 2015
Favorite destination: Australia
Job Titles:
- Client Services Coordinator
A native of Orange County, Wendy received her Associate of Arts in Psychology from Santa Ana College and is currently pursuing a Bachelor of Arts in Psychology from Cal State University, Fullerton. She joined the ATS team in Fall of 2020 during the pandemic, and sincerely enjoys getting to know all of the wonderful ATS clients at the office and over virtual meetings. Wendy is a loving mom to her two young boys. She also spends time with her husband Juan, stepdaughter, and adorable French Bulldog. Her perfect weekend consists of taking the kids to the snow or taking a trip to visit her favorite spots in Las Vegas.
Favorite destination: Acapulco (where grandma lives)
Favorite food: Italian