The Heart of Financial Planning 2013 Awarded to Judith L. Seid, CFP®

March 19, 2014

Judith L. Seid, CFP®, was honored with The Heart of Financial Planning Award by the Financial Planning Association® FPA®, the largest professional association for CERTIFIED FINANCIAL PLANNERTM (CFP®)practitioners in the U.S.

Seid, president and owner of San Diego-based Blue Summit Wealth Management, was honored for starting a pro-bono project in San Diego in 2012 that provides a 12 week course for domestic violence victims. They are now in their second year, and currently coordinate with three nonprofits: the Financial Planning Association (which provides volunteers to teach the 10 modules), the local YWCA, and Working in Support of Education (which provides the financial literacy certification) as well as a grant provided by the Allstate Foundation.

“Through the FPA, I have had an opportunity to give back to my community and to help women in transition take care of themselves by teaching them how to take control of their finances,” says Seid.

“Her tireless efforts have contributed significantly to the local community and to the financial planning profession,” states Gordon Tudor, President of the San Diego chapter of the Financial Planning Association.

One of FPA’s top awards, The Heart of Financial Planning Award recognizes individual professionals, financial planning firms, FPA chapters and organizations that engage in “extraordinary” work, use financial planning as a vehicle to give back to the planning community and public, embody the spirit of financial planning and serve as exemplary representatives of the FPA’s Core Values.

Blue Summit Wealth Management is a wealth management firm providing financial planning and investment management services for individuals, consulting services for corporate retirement plans and investment advisory services for institutions and endowments. Founded in 1994, Blue Summit Wealth Management specializes in sustainable and responsible investments that aligns clients investments with their values.

Boomer Market Advisor "SRI Investor of the Year" awarded to Judith L. Seid, CFP®

In partnership with the Foundation for Financial Planning, the Socially Responsible Advisor award is a unique, esteemed award that honors advisors going a step above in their advising by socially responsible advising. -By John Sullivan

Practice what you Preach – Advisor Judy Seid proves that socially responsible isn’t fiscally irresponsible.

A small footprint leads to big success for Judy Seid. Our 2009 Socially Responsible Advisor of the Year says your clients don’t have to sacrifice performance in order to invest in their ideals.

Hardly a secret. Baby boomers retain their flower power sensibilities, and want to leave a lasting, positive legacy for those who come next. Witness the rise in popularity of socially responsible investing strategies in the 1990’s, during what many consider to be the boomer generation’s peak earning years. Judy Seid was there from the beginning, and has immersed herself in SRI in both work and life. As head of San Diego based Blue Summit Financial, she offers her clients strategies in keeping with their ideals, and makes them quite a bit of money in the process.

She started the firm in 1992, and currently has $80 million in assets under management. She’s won the Better Business Bureau Ethics Award, the SBA Woman-owned small Business of the Year, National Association of Women’s Business Owner’s Green Business Award, the YWCA TWIN award…you get the picture.

For these (and many other) reasons, we’re proud to announce Judy Seid as our 2009 Socially Responsible Advisor of the Year.

To read the full article, click here.

Green America - People's Choice Award Award Qualifications

Green America members around the country nominated Blue Summit Financial Group for their People's Choice of Top 10 Green Business of the Year in 2009. The Top Ten nominees were announced in Green America's e-newsletter to over 90,000 subscribers, launching a run-off vote that ended in September.

Businesses are screened and approved in order to be eligible for the People's Choice Award. The screening process involves a comprehensive review designed to ensure that only truly committed socially and environmentally responsible businesses are being promoted.

Businesses initiate the review process by completing a Listing Application. The information on this application, along with other information gathered by the screening team through research and interviews, is reviewed by Green America's Screening Team.

The Screening Committee, which is appointed by and reports to Green America's board of directors, investigates each applying company to determine its familiarity with and commitment to social and environmental responsibility, and looks for significant evidence of this commitment in the practices and policies of the company.

To qualify, companies' representatives must demonstrate that they:

  • Actively use their businesses as tools for positive social change;
  • Run "values-driven" enterprises that operate according to principles of social justice and environmental sustainability;
  • Are socially and environmentally responsible in the way they source, manufacture, and market their products and run their offices and factories; and
  • Are committed to developing and employing extraordinary practices that benefit workers, customers, communities, and the environment.

The committee may either approve the company or ask the Screening Coordinator to gather additional information if questions or concerns remain. When the committee is satisfied that a company's profile is complete, a final decision is made to approve or reject the company.

Past recipients of the People's Choice Award include Mountain Rose Herbs,, and Ten Thousand Villages. The awards are presented at the San Francisco Green Festival in November.

National Association of Women Business Owners (NAWBO) - BRAVO! Green Community - Award Qualifications

This BRAVO! Award goes to the San Diego woman business owner who is committed to going above and beyond the call of duty in complying with environmentally safe business practices, has demonstrated effective and innovative leadership toward going green, and has encouraged efforts toward green tendencies.

The awards decision committee is made up of NAWBO Board of Directors members, each of whom assigns a numerical value to each nominee's responses to the following questions:

  • How has this nominee gone above and beyond to comply with environmentally safe business practices?
  • How has this nominee demonstrated leadership in the green movement?
  • What specific decisions has this nominee made at her business to support going green, e.g., installing solar panels, investing in hybrid company vehicles, minimizing waste, and attaining LEED certification?
  • What other attributes would you like to tell us about the nominee?

Small Business Association (SBA) - Women Owned Business of the Year - Award Qualifications

blue This award honors women who own and operate or bear principal responsibility for operating a small business. Female partners who jointly make up 51% or more of business ownership are considered "woman-owned". Partners who jointly own and operate a small business may be nominated as a "team", so long as the number of individuals in a single nomination does not exceed three.

The SBA has the local SCORE group read through the applications and rate each of them, based on the following criteria:

  • Staying power: a substantiated history as an established business.
  • Growth in number of employees: a benchmark to judge the impact of the business on the job market.
  • Increase in sales and/or unit volume: an indication of continued growth.
  • Innovativeness of product or service offered: illustrations of the creativity and imagination of the nominee.
  • Current and past financial status: substantiating the improved financial position of the business.

All nominees for Small Business Week Awards must be residents of and employed in the United States and are subject to background checks. Small businesses owned and operated by nominees must comply with federal civil rights laws. The U. S. Small Business Administration's size standards apply in defining a business as small.

*Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.