Allen Trim, Cfp®, Cpa, Cva
AeroLeads people directory · profile

Allen Trim, Cfp®, Cpa, Cva Email & Phone Number

Location: San Diego, California, United States 1 work role
1 work email found @bluesummitwealth.com 2 phones found area 858 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email a****@bluesummitwealth.com
Direct phone (858) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
President
Location
San Diego, California, United States
Company size

Who is Allen Trim, Cfp®, Cpa, Cva? Overview

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Quick answer

Allen Trim, Cfp®, Cpa, Cva is listed as President at Blue Summit Wealth Management, a with 3 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at bluesummitwealth.com, phone signal with area code 858, and a matched LinkedIn profile for Allen Trim, Cfp®, Cpa, Cva.

Company email context

Email format at Blue Summit Wealth Management

This section adds company-level context without repeating Allen Trim, Cfp®, Cpa, Cva's masked contact details.

{first}@bluesummitwealth.com
89% confidence

AeroLeads found 1 current-domain work email signal for Allen Trim, Cfp®, Cpa, Cva. Compare company email patterns before reaching out.

Profile bio

About Allen Trim, Cfp®, Cpa, Cva

Allen Trim, Cfp®, Cpa, Cva is a President at Blue Summit Wealth Management. He possess expertise in access, excel, accounting, financial analysis, powerpoint and 38 more skills.

Listed skills include Access, Excel, Accounting, Financial Analysis, and 39 others.

Current workplace

Allen Trim, Cfp®, Cpa, Cva's current company

Company context helps verify the profile and gives searchers a useful next step.

Blue Summit Wealth Management
Blue Summit Wealth Management
President
San Diego, CA, US
Employees
3
AeroLeads page
1 role

Allen Trim, Cfp®, Cpa, Cva work experience

A career timeline built from the work history available for this profile.

FAQ

Frequently asked questions about Allen Trim, Cfp®, Cpa, Cva

Quick answers generated from the profile data available on this page.

What company does Allen Trim, Cfp®, Cpa, Cva work for?

Allen Trim, Cfp®, Cpa, Cva works for Blue Summit Wealth Management.

What is Allen Trim, Cfp®, Cpa, Cva's role at Blue Summit Wealth Management?

Allen Trim, Cfp®, Cpa, Cva is listed as President at Blue Summit Wealth Management.

What is Allen Trim, Cfp®, Cpa, Cva's email address?

AeroLeads has found 1 work email signal at @bluesummitwealth.com for Allen Trim, Cfp®, Cpa, Cva at Blue Summit Wealth Management.

What is Allen Trim, Cfp®, Cpa, Cva's phone number?

AeroLeads has found 2 phone signal(s) with area code 858 for Allen Trim, Cfp®, Cpa, Cva at Blue Summit Wealth Management.

Where is Allen Trim, Cfp®, Cpa, Cva based?

Allen Trim, Cfp®, Cpa, Cva is based in San Diego, California, United States while working with Blue Summit Wealth Management.

What companies has Allen Trim, Cfp®, Cpa, Cva worked for?

Allen Trim, Cfp®, Cpa, Cva has worked for Blue Summit Wealth Management.

How can I contact Allen Trim, Cfp®, Cpa, Cva?

You can use AeroLeads to view verified contact signals for Allen Trim, Cfp®, Cpa, Cva at Blue Summit Wealth Management, including work email, phone, and LinkedIn data when available.

What skills is Allen Trim, Cfp®, Cpa, Cva known for?

Allen Trim, Cfp®, Cpa, Cva is listed with skills including Access, Excel, Accounting, Financial Analysis, Powerpoint, Financial Reporting, Forecasting, and Budgeting.

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