Satori Wealth Management

Blue Summit Financial Group, based in San Diego, CA, specializes in sustainable investing and financial planning, managing over $185 million in assets for clients across the United States and abroad. With over 25 years of experience in innovative sustainable and responsible investments, the firm focuses on aligning clients' portfolios with their values through ESG and impact investing. The team at Blue Summit is composed of seasoned professionals, including certified financial planners and wealth advisors, dedicated to keeping clients informed about companies that make a positive environmental and social impact. Their commitment to sustainable investment practices ensures that clients can achieve financial goals while contributing to positive change in the world. Generated from the website

Creative Wealth Strategies is a financial planning firm based in San Diego, CA, specializing in helping individuals and families manage and grow their wealth. With a focus on personalized strategies and tailored solutions, the firm assists clients in achieving their financial goals and securing their financial future. Generated from their business information