Team

 

Judith L. Seid, CFP®

President, Senior Wealth Advisor

(619) 698-4330 ext. 164

(619) 698-0430

judy@bluesummitwealth.com

"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...

Read more

Allen Trim

Vice President, Portfolio Manager

(619) 698-4330 ext. 163

(619) 698-0430

allen@bluesummitwealth.com

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

Read more

Robert Seid

Managing Director, Wealth Advisor

619-698-4330

robert@bluesummitwealth.com

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....

Read more

Veronica Gonzales

Director, Private Client Services

(619) 698-4330 ext. 161

(619) 698-0430

veronica@bluesummitwealth.com

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...
Read more

Silvia Ortiz

Private Client Services

silvia@bluesummitwealth.com

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...
Read more