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Rosanne Lashgari

Jacob Elgallab

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Emma Timm

Isabella Smith

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Jonathan Valle

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Wendy Quijas

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Dana Losbog

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David Fogel

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Phylip Simmons

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Steven Musser

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  • 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.

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Avantax® 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 Avantax® family of companies exclusively provide investment products and services through its representatives.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠ and/or ATS Wealth Management. Insurance services offered through an Avantax® affiliated insurance agency and/or Varma Insurance Marketing Strategies. CA 0790710. CA 0824744. CA 0H50923. ATS Wealth Management is not affiliated with Avantax®.

Although Avantax Wealth Management℠ 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.

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