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Sandeep Varma
Wealth Strategist
Sandeep 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 financial planning. He conducts in-depth, small group, or one-on-one training and speaks regularly at various conferences and symposiums. His mission is to help other advisors understand how to educate and implement various advanced strategies so that clients achieve their goals.
Sandeep is a dedicated family man working alongside his wife Nisha as a business partner. Their three children, Ashni, Smitha, and Sanjeev are often seen at client events. Sandeep places high value on family and this mindset provides the foundation and motivation for his multi-generational work with client families.
- Favorite destination: Maui
- Hidden skill: Great at chess and knowledge of aliens
- Favorite food: Indian food, especially puri and gobi subji
- Favorite book: Think and Grow Rich
- Item on the bucket list: Visit the Egyptian Pyramids
- What motivates you: Helping families
- What advice would you give your 12-year-old self: Don’t be afraid to take risks and invest early
