We had a great time at our recent event! Some local La Mesa clients hosted about 30 of us for a morning of nature education and inspiration. They have converted their backyard pool into a pond teeming with koi, turtles, aquatic plants...Read More
In our Blog, you can see what’s on our mind here at Blue Summit. Whether it’s ideas from the industry, noteworthy stories, or personal updates, you can read about it here. So keep checking in, we’re glad to have you reading along with us!
We’ve all just returned from the 29th Annual SRI Conference in Colorado Springs. The theme this year was "Be a Part of the Change" We had a great time learning what’s new in our industry and the world of responsible finance...Read More
Check out Allen Trim on local SD TV program Real Talk San Diego during their "Wealth Hour" segment filmed in September 2018. Click the blog post for a link to watch the video available on Youtube.Read More