Broker Check
Investing for a Better Tomorrow.


Allen Trim

Allen Trim

Vice President, Portfolio Manager

In 2018 Allen joined Blue Summit Wealth Management full time as Vice President after a nearly decade long part time relationship that began as a Research Analyst and evolved to lead Portfolio Manager.  During most of this time he has also been working in Global Finance and Strategy for local San Diego firms.  This background as well as his time spent in litigation consulting gives him a broad real-world knowledge base.  He is also a CFP® and CPA and has a strong interest in sustainable living and following accountable investment practices.
 
Allen graduated from the University of California, Los Angeles in 2006 with a B.A. in Economics and a minor in Accounting.  In his spare time he enjoys exploring San Diego and the world with his wife Rachel, golfing, and reading.