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Innovation in Sustainable and Responsible
Investments for over 25 years
Our Services &
the Blue Summit Experience
Judith L. Seid, CFP®
Partner, Wealth Advisor
Allen Trim, CFP®, CPA
Partner, Portfolio Manager
Robert Seid, CSRIC
Partner, Wealth Advisor
Veronica Gonzales
Private Client Services
Silvia Ortiz
Private Client Services
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