Sandeep Varma

Wealth Strategist

Phone (858) 643-5757
Fax (858) 643-5756

Sandeep is the president of ATS Wealth Management, Advanced Trustee Solutions, and Advanced Tax Strategy. Sandeep has been operating ATS for over 34 years. Sandeep deeply values trust, integrity, and family. Sandeep is the creative mind and backbone of ATS Wealth Management, Advanced Trustee Strategy, and ATS tax. 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.

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