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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 Branch 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 expertise 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.Back
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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, Co-Op America, since 1992
- Member, Calvert Select Advisors
- Board Member, Outdoor Education Foundation of San Diego
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Education and Experience
- CFP® Practitioner,
College of Financial Planning, 2005
- FINRA: Registered Securities Principal Series 24, 1999
- Licensed Agent: Life, Health and Annuity, 1994
- FINRA: Registered Representative Series 7, 1993
- FINRA: Uniform Securities Agent Series 63, 1993
- Bachelor of Arts, Business & Management
(BA), Magna Cum Laude, San Diego State University, 1986
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Disclaimer
Securities
offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member
FINRA, SIPC
Investment Advisor Representative, Cambridge Investment
Research Advisors, Inc., a Registered Investment Advisor. Judith L. Seid
subscribes to a package of professional services offered by First Affirmative
Financial Network, LLC. She is not an investment advisory representative
of First Affirmative. First Affirmative and Blue Summit Financial
Group, Inc. are affiliates or subsidiaries of Cambridge Investment Research.
California Insurance License #0B36799.Back
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