ATS Events Newsletter Locations info@atsfinancial.com Tel: 888-446-8275 Client Login Home Our Process Team Health & Wealth Contact About Your Plan Meet The Team To better address the needs of our clients, we employ a team approach in all areas of service. Our dedicated professionals and staff are committed to broadening their expertise and providing our clients with the best possible strategies and service. ATS Financial Advisors To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck Sandeep Varma ATS Wealth Strategist Sandeep is the creative mind and backbone of ATS Financial Services. Sandeep has been a financial advisor since 1990. His objective is to help families plan for their future, as well as their future generations. Click to read more... sandeep.v@atsfinancial.com office: 858-643-5757 fax: 858-643-5756 steve.m@atsfinancial.com Office: 858-643-5757 Fax: 858-643-5756 Steven Musser ATS Wealth Strategist Steve leads our client service department and helps ensure that all office procedures are in compliance with current rules and regulations. Click to read more... Eugene Plahotnii ATS Chief Operating Officer ATS Wealth Strategist eugene.p@atsfinancial.com Jack Reagan CEP jack@atsfinancial.com Phylip Simmons ATS Wealth Strategist phylip.s@atsfinancial.com Office Administration Nisha Varma ATS Operations Manager Nisha manages our office staff and coordinates all details of the office operations. She also trains all new staff and provides support to our financial advisors. Nisha has been working with Sandeep at ATS since 1990. nisha.v@atsfinancial.com office: 858-643-5757 fax: 858-643-5756 mindi.j@atsfinancial.com Office: 858-643-5757 Fax: 858-643-5756 Mindi Jellison ATS Client Relations Manager Mindi serves in the crucial role of building client relations. She's a very service-minded person and enjoys helping new clients, focusing on their objectives and understanding their estate planning needs. Mindi also coordinates our educational workshops and client events, and assists with office management. Mindi loves to cook, garden, and enjoys time with her family. 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 www.atsfinancial.com info@atsfinancial.com © 2019 ATS Advanced Trustee Strategies, Inc. Copyright 2020 ATS Financial. Registered Representatives offering securities offered through FSC Securities Corporation (FSC) member FINRA/SIPC. Investment advisory services offered through FSC and/or ATS Wealth Management. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to. 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.