WaveCrest Wealth Management
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Associates

Roberta S. Hunter

Roberta S. Hunter

    • Masters in Business Administration
    • President
    Roberta S. Hunter

    Roberta S. Hunter

      • Masters in Business Administration
      • President
      As President, my role is to help you meet your goals and achieve what is most important to you. I will work with you to translate your goals into specific investment objectives and a personalized investment strategy. Environmental and socially positive investing has been an interest and focus of mine for 20 years and I’m very excited about the Environmental Social and Governance (ESG) portfolios I manage.


      My qualities:

      • Highest level of honesty and ethics
      • Work with a small number of families, know all my clients well
      • Full service: investments, retirement planning, tax efficiency, etc.
      • Have embraced ESG values in all portfolios for many years

      CA Insurance License Number: 0C79800. Resident State CA.

      Contact

      • Send a Message
      • 831.477.9115

      Education

      • Santa Clara University

      Language

      • English

      Ashley J. Hunter

        • Operations Manager

        Ashley J. Hunter

          • Operations Manager
          Ashley earned a Bachelor’s degree in Economics from the University of California, Berkeley.  Upon graduation, she worked as an intern for Birdie which is when she developed an interest in wealth management.  Previously, Ashley worked in the tech industry in both financial and consumer facing roles.

          In her spare time, Ashley enjoys spending time with her two young children and husband doing various activities such as traveling, hiking, cooking and volunteering.  She is very excited to be part of WaveCrest Wealth Management.

          Contact

          • Send a Message
          • 831.477.9115

          Education

          • University of California

          Language

          • English
          WaveCrest Wealth Management
          • 1500 41st Ave
            Suite 256
            Capitola, CA 95010
          • 831.477.9115
            855.477.9115
            Send a Message
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