Judy Seid, CFP

Certified Financial Planner™

Blue Summit Financial Group, Inc.

Aligning Personal Values with Disciplined Financial Planning Solutions

Professional Focus and Services

Judith  L. Seid, President and founder of Blue Summit  Financial Group, Inc, has actively used socially responsible investing (SRI) for her clients  since 1992 and firmly believes that "We  can influence corporations to change their  policies by avoiding investments in irresponsible  companies and by seeking investments in companies  with positive practices and products." Socially responsible investing (SRI) exists for investors  looking to use the power of financial investment  to create sustainable social change.

As Sales Manager, Judith oversees  the activities of associates in the firm,  while managing a select group of clients;  concentrating on wealth management and financial planning strategies for families, business  owners, inheritors, retirees, non-profits, and endowments.

Sharing her experience with others, over the years, Judith has conducted seminars,  workshops, and hosted radio programs on topics including Socially Responsible Investing, Senior Estate Planning, Pre-retirement planning, and Long Term Care Insurance planning.

Judith  works with each client to look at their total  picture, help identify their life goals,  and develop a financial plan to accomplish  their dreams and align with their personal values.

With a reputation for putting her  client's needs first, she has built  a solid base of loyal, satisfied clients.  As a CERTIFIED FINANCIAL  PLANNER™ Practitioner, Judith  adheres to the highest ethics and commitments  to professionalism.

Judith  makes a difference in her community and is  actively involved with the Challenged Athlete's  Foundation and the Outdoor Education Foundation  of San Diego.

During an initial complimentary consultation,  Judith will discuss your needs and goals and determine if she can be of assistance  to you.  All fee options are discussed in full detail at this time.

Professional Affiliations

  • Life Planning Professional, Kinder Institute
  • Member, Financial Planning Association (FPA)
  • Selling Member , First Affirmative Financial Network
  • Member, Social Investment Forum, since 1992
  • Member, Green America, since 1992
  • Member, Calvert Select Advisors
  • Board Member, Outdoor Education Foundation of San Diego

Education, Designations and Registrations

  • CFP® Practitioner, College of Financial Planning, 2005
  •  Registered Securities Principal Series 24, 1999
  • Licensed Agent: Life, Health and Annuity, 1994
  •  Registered Representative Series 7, 1993
  • Uniform Securities Agent Series 63, 1993
  • Bachelor of Arts, Business & Management (BA), Magna Cum Laude, San Diego State University, 1986


Disclaimer

Securities and Advisory Services offered through Cetera Advisors, LLC (doing business in CA as CFGA Insurance Agency). Member FINRA, SIPC. Cetera is under separate ownership from any other named entity.  California Insurance License #0B36799.

First Affirmative Financial Network is an independent Registered Investment Advisor (SEC File #801-56587).

The credential CFP® listed above bears trademarks.