Allen Trim is a CFP® with 15 years of industry experience and has been with Blue Summit Wealth Management since 2018. Prior to joining Blue Summit, he worked at Cetera Advisors and held a strategy management role at ResMed, a medical device manufacturer. Outside of his advisory work, Trim has experience managing a vacation rental business. Blue Summit Wealth Management serves individual clients, including high-net-worth households, qualified retirement plans, and private trusts. The firm provides comprehensive financial planning and discretionary portfolio management with an emphasis on sustainable investing and pension consulting.

Robert Seid is a financial advisor at Blue Summit Wealth Management in San Diego, CA, with nine years of industry experience. He holds a Series 66 designation and has worked at Blue Summit Wealth Management since 2015, with prior experience at Cetera Advisors LLC. Outside of advising, he works as a commercial fisherman. Blue Summit Wealth Management serves individual clients, including high-net-worth households, as well as qualified retirement plans and private trusts. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing sustainable and socially responsible investing through a structured planning process and regular portfolio reviews.