Roberta S. Hunter (Birdie) has provided financial advice to affluent investors for over 20 years. She is the founder and president of WaveCrest Wealth Management. She is a full service financial advisor that takes pride in helping her clients meet their goals and achieve what is most important to them. She assists her clients with wealth management matters including retirement planning, education, wealth preservation and estate investment planning. Environmental and socially positive investing has been a focus of hers during her entire career.
Birdie has achieved a Bachelor of Science in Economics and a Master of Business Administration, both from Santa Clara University. She holds industry registrations including Series 7 and 66, and the Registered Principal Series 24.
Birdie’s interests include sustainable economics, socially and environmentally conscious investing, tai chi, surfing and LGBT issues.