Judith L. Seid, CFP®

President, Senior Wealth Advisor

(619) 698-4330 ext. 164

(619) 698-0430

"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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Allen Trim

Vice President, Portfolio Manager

(619) 698-4330 ext. 163

(619) 698-0430

Allen B. Trim is Vice President and in charge of portfolio management...

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Robert Seid

Managing Director, Wealth Advisor


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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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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Silvia Ortiz

Private Client Services

Silvia joined the firm in 2017. Silvia had eleven years working in the banking industry and brings unparalleled client service to the team. Outside of work, she enjoys going for runs in nature and outdoor activities with her husband...
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