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.
Our team shares four values that we exhibit in all of our client interactions:
Cliff has said many times before that the “client’s interest is the only interest that matters.” We uphold this ideal when we help you to plan and execute your financial goals. We all got into this business to serve – there’s nothing more rewarding to us than helping a client reach their goals.
Our industry is built on relationships. Our partnership will be built on trust and transparency. We are committed to being your coach and teacher – we will continuously work to ensure you understand and are comfortable with our approach.
Our team has served hundreds of clients, but each one brings unique needs and interests to the table. We are committed to spending time with people who come to see us, getting to know you and what you need. We care deeply about serving your unique needs, not just selling you a pre-made portfolio.
Your finances are key to achieving your goals, and you deserve to have someone handle the details of your financial life with the same care and attention you would. We are diligent in our service and attention to the little things, because when it’s your financial life, every detail matters.