ATS Advanced Trustee Strategies San Diego

10/31/2024

Happy Diwali everyone!

08/07/2024

The impact of mentorship: Giving back as a CEO 👑

Mentorship is a powerful tool for both personal and professional growth.

As business owners, we have the unique opportunity to mentor the next generation of leaders.

Share your experiences, provide guidance, and help them navigate their careers.

I love having interns over the summer because of this.

The rewards of mentorship are mutual - you'll gain fresh perspectives and inspire future leaders.

08/07/2024

Success is a journey, not a destination. Meeting Richard Branson reminds us that continuous learning and adaptability are crucial. At ATS, we celebrate our clients' successes and are committed to guiding them through every step of the journey. Aim higher.

08/05/2024

🌟 I want to take a moment to highlight Dr. David Fogel, our director of research at ATS.

Dr Fogel's remarkable career spans over 30 years in AI and computational intelligence. He is a true genius.

He has exited a hedge fund.

He has co-founded multiple Ai companies, authored 8 books, and published over 200 papers.

His innovative work includes 10+ patents and the FDA's PREDICT system.

He's a leader in such a wide range of industries it's astonishing.

08/05/2024

This was a nice moment I shared with a distinguished leader.

As a leader in my firm I deeply value the lessons we can learn from other experienced leaders -- Whether in politics, business, or life.

Their insights remind us of the importance of resilience, vision, and commitment.

07/18/2024

So your spouse passed away, now what?
Here are things that can happen if your estate is not in order👇
😵 Decrease in wealth
😵 Tax issues
😵 Legal issues for your heirs

As if losing your spouse isn't scary enough, think about your children and the mess they will have to go through if your estate is not in order. Learn The 7 Biggest Mistakes Trustees Often make and protect your family.

02/19/2022

A recent PwC study found only 24 percent of millennials demonstrate basic financial knowledge, yet few seek professional financial help. This eBook explains all you need to know about working with a financial advisor.

Working With a Financial Advisor Now Can Yield Major Savings for Decades to ComeMillennials face a number of savings obstacles in today's economic environment, and few seek out professional financial help. Even in a digital world, financial advisors are well equipped to help millennials get on tra...

02/14/2022

The majority of millennials admit they don't know enough to properly manage their finances. If student loans or bills prevent you from reaching your financial goals, learn how a financial advisor can set you on the right path.

Working With a Financial Advisor Now Can Yield Major Savings for Decades to ComeMillennials face a number of savings obstacles in today's economic environment, and few seek out professional financial help. Even in a digital world, financial advisors are well equipped to help millennials get on tra...

02/09/2022

Ever wonder what a financial advisor actually does and whether one could help you? This article gives you the lowdown.

Working With a Financial Advisor Now Can Yield Major Savings for Decades to ComeMillennials face a number of savings obstacles in today's economic environment, and few seek out professional financial help. Even in a digital world, financial advisors are well equipped to help millennials get on tra...

09/29/2021

What will your family do if you can't earn an income? Here are steps you can take today.

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

09/27/2021

Our office is seeking candidates to fill our Client Concierge position. Our ideal individual has a pleasant demeanor and professional appearance. In this role, you will be the first person that staff, clients, and visitors see and hear as they enter our office, so it is essential to create a welcoming atmosphere. You will also complete receptionist tasks, such as answering phones, preparing outgoing mail, and assisting with office calendaring. While some postsecondary education is a plus, we prefer candidates with administrative or clerical experience. Once you become familiar with our needs and client base, you may be asked to help us manage our social media platforms.