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Sandeep Varma

Founding Member, President and Wealth Strategist

ATS Wealth Management

United States, California, San Diego

About Me

Wealth StrategistSandeep 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 financi

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Profile Information

Founding Member, President and Wealth Strategist

ATS Wealth Management

Investment Team, Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Diego

California

United States

Aug 15, 2025

Work Experience

ATS Wealth Management

Founding Member, President and Wealth Strategist
Mar 1997 - Present
Email: sandeep.v@atsfinancial.com

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