Judith Seid - Blue Summit Financial Group, Inc.

Service Provider in La Mesa, California

Blue Summit Wealth Management, Inc. was officially formed in 2005 as the foundation for growing a team of financial professionals working together to service SRI clients around the nation. Shane Yonston joined Blue Summit Wealth Management as part of its formation in 2005 to focus on SRI. After working for a national investment firm, Shane wanted to provide more client-centered service and align his personal values with his career. In addition, we have several affiliated advisors through our Blue Summit Wealth Management branch office. Over the years, the concept of investing for positive social change has become more visible and mainstream. Not only do individuals want to create a sustainable world through their investments, but "Green Investing" is now often seen as a smart investment opportunity. Today, Blue Summit Wealth Management has developed a successful ensemble SRI financial planning practice, poised for a long and stable path of expanding services and sustainable growth for generations to come.

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Certifications, Standards and Eco-Labels

Judith Seid - Blue Summit Financial Group, Inc. has obtained the following Certifications, Standards and Eco-Labels
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Locations

718-9001 Grossmont Boulevard
La Mesa, California
USA 91941
(888) 698-4330

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