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
Sandeep Varma
Founding Member, President and Wealth Strategist
ATS Wealth Management
United States, California, San Diego
About Me
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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