Judith L. Seid, CFP® 

Partner, Wealth Advisor

(619) 698-4330 ext. 4

(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 25 years, Judith L. Seid, Partner and Founder of Blue Summit Wealth Management has been passionately using Socially Responsible Investing (SRI) for her clients. Judith has been recognized for her long-standing commitment to sustainable & ethical business and community service with numerous awards. Winner of the SRI Advisor of the Year award, Judith firmly believes that “We can influence corporations to change their policies by seeking investments in companies with positive practices and products and by being proactive investors.” Judith seeks to help her clients connect the dots between their money and their purpose in life.

Judith assists in managing a select group of clients; concentrating on wealth management and financial planning strategies for families, business owners, inheritors, and retirees.

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Judith makes a difference in her community and has been actively involved with the Challenged Athlete’s Foundation, the Outdoor Education Foundation of San Diego, the YWCA, and the San Diego Environmental Health Coalition. Judith founded a financial literacy certification program in San Diego for victims of domestic violence, for which she was recognized by the national Financial Planning Association with the Heart of Financial Planning Award.

Judith has three grown children and in her spare time, Judith enjoys cycling, swimming, zydeco music, and backpacking in the Sierras with her husband Matt.

 

PROFESSIONAL AFFILIATIONS:

  • Life Planning Professional - Kinder Institute

  • Member, Financial Planning Association (FPA)

  • Professional Member, First Affirmative Financial Network (FAFN)

  • Fund Development, San Diego Environmental Health Coalition

  • Founding Board Member, Outdoor Education Foundation of San Diego

EDUCATION  & EXPERIENCE:

  • CFP®: Certified Financial Planner Practitioner™ , College of Financial Planning – 2005

  • Investment Advisor Representative – Blue Summit Wealth Management 

  • Licensed Agent: Life, Health and Annuity - 1994

  • Bachelor of Arts, Business & Management (BA), Magna Cum Laude,

  • San Diego State University – 1986

AWARDS

  • 2013 – Heart of Financial Planning Award – National FPA

  • 2009 - SRI Advisor of the Year – Boomer Market Advisor Magazine

  • 2009 – Ranked Top Ten Green Business of the Year – Green America

  • 2009 – NAWBO (National Association Of Women Business Owner – Green Business of the Year

  • 2008 – San Diego SBA – Women Owned Business of the Year

  • 2008 – San Diego Business Journal – Women Who Mean Business Nominee

  • 1996 – BBB – Ethics in the Marketplace Award

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