ATS Wealth Management
SEMINARS
   FREE Consultation    858-643-5757
   Email    info@ATSFinancial.com
  • Home
  • Services
    • Asset Management
    • Estate Planning
    • Financial Planning
    • Investment Services
    • Retirement Services
  • Events/Seminars
  • Philanthropy
    • ATS In The Community
    • Charitable Remainder Trusts
    • Planned Giving Strategies
  • About Us
    • The ATS Story
    • Our Process
    • Meet The Team
    • FAQ
  • Contact Us
  • Gallery
  • Don’t Panic
  • Client Access
    • eMoney
    • TD Amertrade
    • Charles Schwab
  • More
    • Blog
    • Calculators
    • Videos
    • Books
    • Market Updates

ATS In The Community

  • Home
  • Cases
  • ATS In The Community

Children's Hosp & Research Center Foundation Oakland

The Children's Hospital & Research Center Foundation Oakland works to improve the health and lives of children through research and collaboration.

Learn More

Habitat for Humanity Intl

Habitat for Humanity International works to build and preserve affordable housing, enabling families to have a place they can call home.

Learn More

PLNU

Point Loma Nazarene University is an accredited Christian University that provides quality education and prepares students for lives of purpose and service.

Learn More

The Salvation Army -50

The Salvation Army -50 is a 501(c)(3) nonprofit organization that supports people in need through social services and financial assistance.

Learn More

Make A Wish Foundation

Make A Wish Foundation grants wishes to children with life-threatening medical conditions.

Learn More

Sacred Heart Cathedral Preparatory

Sacred Heart Cathedral Preparatory is an independent Catholic High School that provides an outstanding education focused on faith and academic excellence.

Learn More
Prev123…10Next
  • 5435 Oberlin Drive Suite 200 San Diego, CA 92121
ATS Wealth Management educates clients on strategic asset management and financial planning, putting your best interest at the center of our service.

COMPANY

  • Home
  • About Us
  • Events/Seminars
  • Philanthropy
  • Contact Us

SERVICES

  • Asset Management
  • Estate Planning
  • Financial Planning
  • Investment Services
  • Retirement Services

SUBSCRIBE TO NEWSLETTER

REGULATIONS

  • Mon–Fri 8:00-5:00

Cetera affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all the investments and services mentioned are available in every state. The Cetera family of companies exclusively provide investment products and services through its representatives.

Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA insurance license #0644976), Member FINRA, SIPC. Investment advisory services offered through Cetera Investment Advisers LLC and/or ATS Wealth Management. Insurance services offered through a Cetera affiliated insurance agency and/or Varma Insurance Marketing Strategies. CA 0790710. CA 0824744. CA 0H50923. ATS Wealth Management is not affiliated with Cetera.

Although Cetera Investment Advisers LLC does not provide tax or legal advice, or supervise tax, accounting, or legal services, Avantax® representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created Reviewed By a third party for use Reviewed By a Cetera affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Cetera Investment Advisers LLC or its subsidiaries. Cetera Investment Advisers LLC is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

For Important Information and Form CRS

FORM CRS

Privacy Policy

Firm Brochure

REGBI Form

©2025 ATS Wealth Management. All Right Reserved

  • ←
  • Contact Us

    Contact Form

  • Call Now