Allen Trim, CFP
Blue Summit Wealth Management
Certified Financial Planner in San Diego, CA
https://www.bluesummitwealth.com/
Address:4471 Jutland Dr
San Diego, CA 92117
About Allen Trim
Allen Trim is a financial professional at Blue Summit Wealth Management located in San Diego, California. Allen Trim holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Allen Trim provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Allen Trim4471 Jutland Dr
San Diego, CA 92117
Phone Number:
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Website:
https://www.bluesummitwealth.com/
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