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Investing for a Better Tomorrow.


Team

 
"I commit to building a relationship with every one of my clients...that feels like I am one of the family." For over 20 years, Judith L. Seid, President and Founder of Blue Summit Wealth Management has been passionately using Socially...

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Veronica Gonzales

Director, Private Client Services

(619) 698-4330 ext. 161

(619) 698-0430

Veronica has worked in Client Services with Blue Summit Wealth Management for 19 years. Her dedication to our guiding principles of pride in our work, respect for others, confidentiality, accuracy, team spirit, listen and respond, and...

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Allen Trim

Analyst, Portfolio Manager

(619) 698-4330 ext. 165

(619) 698-0430

Allen B. Trim is lead analyst and strategic consultant to Blue Summit’s Managed Mutual Fund programs. Allen began working with Blue Summit Wealth Management as a Research Analyst in the summer of 2009. He has a strong interest in...

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Victoria has worked in Private Client Services with Blue Summit Wealth Management since 2012, after she began as an intern through the Grossmont Middle College High School program in 2011. Her responsibilities include processing client...

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Robert started working in Private Client Services in early 2014. Robert's responsibilities include processing client requests, assisting with various administrative functions, special projects, and doing social responsibility research....

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