Meet the author: Sandeep Varma

In 2007 Sandeep Varma was named one of the "Top 100 Independent Financial Advisors in America" by Registered Rep. magazine. In addition Sandeep took part in the invitation only Barron's Top 100 Financial Advisors conference in New York.

Sandeep is the creative mind and backbone of ATS Financial Services. As a financial advisor for over eighteen years he has made it his goal to help families plan for their futures. With comprehensive knowledge of diverse and sophisticated investment vehicles, he specializes in working with clients and a team of advisors to implement highly advanced strategies.

In 1995 he created the “7 Biggest Mistakes Trustees Often Make” seminar to help trustees plan properly. Since then he has devised additional educational tools to assist advisors and clients in this complicated area of financial planning.

Sandeep conducts in-depth, small group or one on one training for other advisors and professionals and speaks regularly at various regional and national conferences and symposiums helping other advisors to understand how to educate and implement various advanced strategies for their clients.

His strategies not only allow clients to achieve their goals but have also resulted in over $50 million being gifted to local and national charities such as American Red Cross, Sitrin Healthcare Foundation, SHARP HealthCare Foundation, Palomar Pomerado Health Foundation, St. Vincent de Paul, the Blood Bank, Boy Scouts of America, & Children’s Hospitals of Oakland and San Diego.

Sandeep is also well known as a dedicated family man. His partner, Nisha, is also his wife and their children, Ashni, Smita, & Sanjeev are often seen accompanying them to the office and are enjoyed by the staff as well as visiting clients. He puts high value on family, which is often reflected in his work with clients and is the reason behind his multi-generational planning.