Allen Trim, CFP®, CPA
Partner, Porfolio Manager
(619) 698-4330 ext. 3
"I promise to always put our client’s best interests first while delivering long term portfolio management excellence”
Allen has been working with Blue Summit for over 10 years as a Research Analyst and lead Portfolio Manager. He draws on his extensive experience in investment management, real estate, and financial planning to construct investment models and research cutting edge social impact investments.
In 2018 Allen committed to a full-time career as Partner of Blue Summit. Prior to this he worked at two of the largest corporations in San Diego as a financial analyst and strategy manager. He also has experience in litigation consulting where he worked as a senior consultant. During this period, Allen collaborated closely with senior management and boards of directors analyzing profitability, mergers and acquisitions and corporate financial oversight. Allen traveled extensively for business throughout Europe, Asia, and Australia becoming knowledgeable with how international capital markets operate.
Allen earned his CPA in 2008 and his CFP in 2016. As a Certified Financial Planner™ practitioner he is held to a high level of fiduciary responsibility.
Allen is also an investment advisor representative – and as such is not allowed to sell commission products, thus aligning his goals with yours.
Importantly, Allen has a strong interest in sustainable living and following accountable investment practices. He drives an electric car and buys carbon offsets for fossil fuels used during daily living.
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 golfing, reading, and exploring San Diego and the world with his wife Rachel.
Member, UCLA Mentorship program
Member, Financial Planning Association (FPA)
EDUCATION & EXPERIENCE:
CPA Certified Public Accountant, 101374 – California Board of Accountancy - 2008
CFP®: Certified Financial Planner Practitioner™ , College of Financial Planning – 2016
Investment Advisor Representative – Blue Summit Wealth Management
Bachelor of Arts, Economics; Accounting minor
University of California, Los Angeles in 2006