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Sustainable Investing and Financial Planning
ESG AND IMPACT
INVESTING FOR VALUES
BASED INVESTORS
Learn More About Us
Who We
Serve
Investing San Diego
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, CVA
Partner, Portfolio Manager
Robert Seid, CSRIC
Partner, Wealth Advisor
Veronica Gonzales
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Silvia Ortiz
Private Client Services
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