Roberta started her second career in the financial services industry in 1983. She is currently a Registered Investment Advisor after spending the first five years at various trust companies in Hawaii. She also has a Graduate Certificate in Conflict Resolution and enjoys mediating many types of cases. She has been associated with the Nazrudin Project since the beginning and enjoyed long evening walks with Dick Wagner for many years.
Roberta Lee-Driscoll (CRD# 1837742) is an Investment Advisor Representative working at The Strategic Financial Alliance in Honolulu, HI and has over 31 years of experience in the finance industry. Roberta Lee-Driscoll has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.