ATS Wealth Circle is a full-service wealth management firm based in Cupertino, California. Our specialty is a deep understanding of the investing needs, goals, and strategies of local professionals in the tech industry, helping them understand their options, set a strong game plan, and prepare for retirement—no matter how far away that milestone is today.

We’re a fee-based fiduciary within advisory relationships with an emphasis on personalization, taking into account your specific situation, assets, and motivations.  

Teamwork Is Everything

What makes our firm valuable is our team-oriented structure. Three of our four team members (Linh, Jeff, and Endry) have been working together for more than two decades, and Olympia has been a great addition since she joined the team in 2017. Just as synergy and communication is integral in the tech sector, so too is it important in financial advising. We understand each other’s strengths, have perfected a seamless workflow, and we’ve proven that we’re in it for the long haul.

We treat each other like family—a sentiment that carries over into our client service as well. With us, you can expect our genuine interest in your situation, and a focus on long-term strategy so you can appropriately plan for every chapter of life.

How We Can Help

The vast majority of our clients are mid-level professionals in today’s most recognized and robust tech companies. Though the needs of individual tech workers and their families can vary, there are some commonalities we specialize in, including:

• Retirement planning
• Lifestyle budgeting
• Asset consolidation
• Medicare/Social Security strategies
• Tax optimization

Don’t Settle for Raw Advice: Get Clear Guidance

We host client events throughout the year, from tactical seminars covering specific topics and tax changes, to client appreciation and community events.

Our goal isn’t to simply talk and allow you to listen. We’re driven to promote financial literacy to a point where you feel like we are your partner, not your decision-maker.

The ATS Wealth Circle Difference

If you or a family member enjoy employment in Cupertino’s thriving tech sector, we welcome you to take a closer look at our personalized wealth management services.

We take a fundamental, trust-focused approach to investing, considering your investment horizons as we create a strategy that feels like it’s perfectly adapted to your distinctive background and trajectory.

With a dedication to understanding the complex climate of investing and breaking it down so it makes sense for you, we look forward to having a conversation about your future and how to best plan for it, understand it, and savor it.

If you or someone you know would like to know more about retirement strategies, or general financial planning, call (408) 333-9998 to schedule a meeting today. We look forward to speaking with you!

About Jeff

With over two decades of experience as a financial advisor, Jeff has helped hundreds of families with their financial needs and goal planning. Jeff applies his skills acquired and designations as a Retirement Income Certified Professional® and Accredited Investment Fiduciary® to provide clients a tailored financial management experience. He learned from a young age that the decisions you make early on can really affect your future, a lesson that inspired a mission to help his clients and younger generations make proper smart decisions.

Outside of the office, he finds joy in traveling the world with his wife, Mabel, and his son,
Grayson. As a proud San Francisco native and lifelong Bay Area sports fan, he passionately cheers on local teams and embraces the Bay Area culture. In his free time, Jeff practices in the gentle art of Brazilian Jiu-Jitsu, enjoys discovering new local restaurants, and actively support his community and local businesses. To learn more about Jeff, connect with him on LinkedIn.

About Endry

Endry is a seasoned financial advisor with over two decades of experience in the finance and investment sector. Born and raised in Indonesia, his journey took him across continents, from studying in Switzerland to pursuing his graduate education in San Francisco. Along the way, he gained diverse experiences working in various fields before finding his passion in finance and investments. Endry’s philosophy revolves around the connection between time and trust. This belief forms the cornerstone of his approach to both professional relationships and investment strategies. He finds fulfillment in creating positive change in the lives of others.

In his leisure time, he indulges in his passion for sketching, finding inspiration in natures landscapes. He is an avid collector of timepieces and holds a deep appreciation for both vintage and modern cars. Married to his wife, Alice for over 25 years, they are proud parents of their daughter, Ariane, who is currently pursuing her degree in Neuroscience at Boston University. To learn more about Endry, connect with him on LinkedIn.