Heart of Financial Planning Award
March 19, 2014
Judith L. Seid, CFP®, was honored with The Heart of Financial Planning Award by the Financial Planning Association® FPA®, the largest professional association for CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioners in the U.S.
Seid, president and owner of San Diego-based Blue Summit Wealth Management, was honored for starting a pro-bono project in San Diego in 2012 that provides a 12 week course for domestic violence victims. They are now in their second year, and currently coordinate with three nonprofits: the Financial Planning Association (which provides volunteers to teach the 10 modules), the local YWCA, and Working in Support of Education (which provides the financial literacy certification) as well as a grant provided by the Allstate Foundation.
“Through the FPA, I have had an opportunity to give back to my community and to help women in transition take care of themselves by teaching them how to take control of their finances,” says Seid.
“Her tireless efforts have contributed significantly to the local community and to the financial planning profession,” states Gordon Tudor, President of the San Diego chapter of the Financial Planning Association.
One of FPA’s top awards, The Heart of Financial Planning Award recognizes individual professionals, financial planning firms, FPA chapters and organizations that engage in “extraordinary” work, use financial planning as a vehicle to give back to the planning community and public, embody the spirit of financial planning and serve as exemplary representatives of the FPA’s Core Values.
Blue Summit Wealth Management is a wealth management firm providing financial planning and investment management services for individuals, consulting services for corporate retirement plans and investment advisory services for institutions and endowments. Founded in 1994, Blue Summit Wealth Management specializes in sustainable and responsible investments that align clients investments with their values.
For more information, visit www.bluesummitwealth.com