CLIFF ROBELLO

Our founder, Cliff Robello has been serving clients in the financial industry since 1987. CMR Financial Advisors has since grown into a family business. Cliff's daughter, Sheri started working with the team in high school and has since become licensed to serve as a financial advisor. The other members of our team have likewise grown into family over our time serving clients together... We primarily serve clients' retirement planning, investment planning, tax planning, and estate planning needs. However, our team is able to help you through a comprehensive review of your financial life with our Wealth with Simplicity process... We are honored to serve a diverse group of clients. We are practiced in serving families, pre-retirees, retirees, nurses, educators, and independent women.

Primary location: Honolulu United States