Blue Summit Wealth Management

Allen Trim is a CFP® with 15 years of industry experience and has been with Blue Summit Wealth Management since 2018. Prior to joining Blue Summit, he worked at Cetera Advisors and held a strategy management role at ResMed, a medical device manufacturer. Outside of his advisory work, Trim has experience managing a vacation rental business. Blue Summit Wealth Management serves individual clients, including high-net-worth households, qualified retirement plans, and private trusts. The firm provides comprehensive financial planning and discretionary portfolio management with an emphasis on sustainable investing and pension consulting.

Judith Seid is a CFP® with 33 years of industry experience and is currently with Blue Summit Wealth Management in San Diego, where she has worked since 2006. She previously worked at Cetera Advisors LLC from 2013 to 2018. Outside of her advisory role, she is a band member with Bayon Brothers and serves as secretary of the Financial Planning Association of San Diego, as well as a committee member of the Environmental Health Coalition and treasurer and board member for the nonprofit Dwelling on Carbon. Blue Summit Wealth Management serves individual clients, including high-net-worth households, qualified retirement plans, private trusts, and other fiduciary clients. The firm provides comprehensive financial planning and discretionary portfolio management with an emphasis on sustainable and socially responsible investing, using a structured planning process and third-party managers.

Robert Seid is a financial advisor at Blue Summit Wealth Management in San Diego, CA, with nine years of industry experience. He holds a Series 66 designation and has worked at Blue Summit Wealth Management since 2015, with prior experience at Cetera Advisors LLC. Outside of advising, he works as a commercial fisherman. Blue Summit Wealth Management serves individual clients, including high-net-worth households, as well as qualified retirement plans and private trusts. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing sustainable and socially responsible investing through a structured planning process and regular portfolio reviews.