Our Firm

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:

Client First

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.

Trust

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.

Genuine Care

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.

Diligence

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.

Simplify your financial life today, contact CMR Financial Advisors to get started.

CMR Financial Advisors, Inc.

1003 Bishop Street, Suite 2620
Honolulu, Hawaii 96813
808-537-2912
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and CMR Financial Advisors, Inc. are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, HI, MA, MT, NV, OR, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

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The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, CMR Financial Advisors, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

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CMR Financial Advisor, Inc.