Meet the Team
Cliff M. Robello, CFP®, ChFC
President and Senior Financial Advisor
Cliff is president and founder of CMR Financial Advisors, and leads a team focused on investment management and retirement income planning. Cliff began CMR with a simple but powerful philosophy: “The best interest of the client is the only interest that matters.”
Cliff serves a diverse client base, primarily focusing on retirement planning. Although each person only retires once, he has helped clients through the process hundreds of times.
Born and raised in Kahului, Maui, Cliff graduated from Baldwin High School and earned a bachelor’s degree in economics from the University of Hawaii at Manoa. He began working in financial services in 1987. He is a Certified Financial Planner™ professional and Charter Financial Consultant®.
Cliff is a member of the Financial Planning Association® and the Hawaii Estate Planning Council. He is the former chair of the Board of Trustees for the Friends of Library Hawaii and is currently on the Board of Directors.
Cliff and his wife, Michelle, have two children, Stephen and Sheri; and five grandchildren, Kainoa, Kekoa, Makana, Zeke, and Zaia.
Director of Client Relationships
Margaret joined CMR Financial Advisors in 2003. She has worked in the financial services industry since 2000, beginning her career with ING. She focuses on ensuring that in every client interaction, CMR’s standard of care is met. She believes every client deserves nothing less than outstanding service and genuine care. She truly is “Miss Aloha” of CMR.
Originally from Honolulu, she now resides in Pearl City. Margaret has three children, Alana, Makana, and Alohi; and two granddaughters, Baylee and Haidyn.
Director of Operations, Administrative Financial Advisor
Sheri started with CMR Financial Advisors in 2003 while still in high school. She is a graduate of Mid Pacific Institute and earned a bachelor’s degree in finance and entrepreneurial studies from Hawaii Pacific University. She holds the FINRA Series 7 license.
Sheri currently assists senior advisors with financial plans, portfolio management, client meetings, and account servicing. Sheri also oversees the firm’s operations.
Sheri lives in Kailua with her husband, Zane, and children Zeke and Zaia.
Associate Financial Advisor
Whitney joined CMR Financial Advisors in 2014. He is a graduate of Mililani High School and earned a bachelor’s degree from the University of Hawaii. He holds FINRA Series 7, 66, and life and health licenses. Whitney is dedicated to the industry, continues to refine his skills and knowledge as a financial advisor, and looks forward to serving clients for years to come.
Whitney and his wife, Jen, live in Mililani and have three girls, Peyton, Bailey, and Riley. In his free time he coaches soccer.
Client Service Specialist
Zane started with CMR Financial Advisors in April 2018. While new to the financial industry, Zane brings a wealth of experience working under pressure. Having worked in security for a number of hotels in Hawaii, Zane is familiar with a service-oriented mindset. He is working toward becoming licensed.
Zane and his wife, Sheri, have two children, Zeke and Zaia. In his free time, he loves to play basketball and practice martial arts.
Roxanne joined CMR Financial Advisors in 2017. She has been in the financial industry since 2000 where she began her career at Voya, formerly known as ING. While at Voya she was responsible for servicing all retail accounts along with city and county of Honolulu employees with their deferred compensation plans. She currently holds FINRA Series 6 and 63 licenses. She is a para-planner.
Roxanne has two daughters, six grandsons, and one granddaughter. She loves spending all her free time with them. She lives in Pearl City.