Jim Summers

Jim Summers, CFP®, CPA, CKA®

Sr. Family Office Advisor
Orange County, CA
jim.summers@bluetrust.com
(714) 972-5906

Jim Summers is a senior family office advisor serving in the Family Office division of Blue Trust.

Jim has over 27 years of experience helping families intentionally design a multi-generational plan for transferring the social, spiritual, and financial capital necessary for the family to thrive. His biblical worldview and uncommon approach to financial, estate, trust, and investment planning emphasize a principle-driven wealth transition that properly prepares and equips each generation.

Before joining the company, Jim worked for Ronald Blue & Co. CPAs as a partner/owner. While there, he served in various capacities such as financial planner, financial advisor, West Coast Everyday Steward team leader, business valuation team lead, tax manager, tax partner, and Ronald Blue & Co. CPAs family office practice director. Before Ronald Blue & Co. CPAs, Jim served in various roles within a family business real estate development company, as part of an audit team within a Big Four professional accounting firm, and as a tax accountant in a local CPA firm.

Jim graduated from California Polytechnic State University, San Luis Obispo, with a BS in accounting. He is also a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNERTM professional (CFP®), and a Certified Kingdom Advisor (CKA®). He is also a board member and the treasurer of the Mamba and Mambacita Sports Foundation.

Active in the community, Jim is a member of his local church. He’s also a member of the National Eagle Scout Association (Boy Scouts of America/Eagle Scout). He enjoys outdoor activities, including hiking, backpacking, exploring, pistol/rifle target shooting, and watersports.

Jim and his wife, Sylvia, have a son and a daughter and live in Yorba Linda, California.

Testimonials

 
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Slide Title

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

Slide Title

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Slide Title

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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