Meet the Team
Cliff M. Robello, CFP®, ChFC
Cliff M. Robello, CFP(r), ChFC is a Financial Educator, Author, Speaker and Retirement Advisor, whom you may have seen on or in NBC, ABC, CBS, and FOX network affiliates and Yahoo Finance, Investing Daily, Wall Street Select, Market Watch, Pacific Business News, Honolulu Advertiser and others. Cliff is a Co-Author of Retire Abundantly and RETIRE Like A SHARK, with Kevin Harrington, original Shark on ABC TV’s hit series, Shark Tank. As the Creator of The Wealth with Simplicity(r) Process and the Founder and CEO of CMR Financial Advisors, Inc., he and his team have been helping business owners, government employees, educators and independent women simplify their life and preserve, protect and pass on their hard-earned wealth.
Sheri Cabral is a recognized Financial Educator and Author. Sheri is a Co-Author of Retire Like A Shark, with Kevin Harrington, original Shark on ABC-TV’s Emmy- award winning series, Shark Tank. She is the President of CMR Financial Advisors, Inc. Sheri lives in Kailua with her husband, Zane, and 3 children.
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 exudes CMR’s Core Value of Genuine Care. She believes every client deserves nothing less than outstanding service and care. She truly is “Miss Aloha” of CMR.
Originally from Honolulu, she now resides in Kapolei with her husband, Ty. Margaret has three children Alana, Makana, Alohi, and four granddaughters, Baylee-Raine, Haidyn-Marie, Jordyn-Rae, and Beige-Rylee.
Registered Client Service Specialist
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 the City and County of Honolulu employees with their Deferred Compensation plan accounts. She currently holds FINRA Series 6 and 63 licenses.
Roxanne has two daughters, six grandsons, and two granddaughter and loves spending all her free time with them.
Client Service Specialist
Zane started with CMR Financial Advisors in April 2018. Zane has a wealth of experience working under pressure. Having worked in security for several hotels in Hawaii, Zane is passionate about servicing our clients with the highest standards. He is working toward becoming licensed.
Zane and his wife, Sheri, have three children, Zeke, Zaia, and Zade. In his free time, he loves to play basketball and practice martial arts.