“So here I find myself 35 years later and I wonder how in the world did I get here? I know it’s the hard work and just the commitment to do right by people.”
Cliff Robello founded CMR Financial Advisors with the philosophy: “The interest of the client is the only interest that matters”. Since 1987, Cliff and his team have been helping business owners, government employees, educators, widowers, and divorcees enhance their lifestyle and legacy by preserving and protecting their wealth. Over the years, CMR Financial Advisors has evolved into a family business – something Cliff is extremely proud of. With more than 35 years of experience in the financial services industry, Cliff continues putting his clients first while keeping top of mind the succession of his business ensuring top tier service continues for his clients. Don’t miss this special episode as Cliff shares his journey into financial services, advice for next-gen financial professionals, and how he remains active in his local community.
In Episode 166: Practicing Patience, Cliff joins Cambridge CEO Amy Webber to discuss:
How he landed a career in financial services
The importance of keeping simplicity in mind when it comes to guiding clients
A breakdown of his firm’s succession plan
How he feels diversity plays a special role in the financial services industry
Tune in to this episode of Cambridge Stronger to hear more about Cliff and his journey!
Cliff M. Robello, CFP®, ChFC is a Financial Educator, Author, Speaker and Retirement Advisor. As the Creator of The Wealth With Simplicity® Process and the Founder and CEO of CMR Financial Advisors, Inc., Cliff and his team have been helping business owners, government employees, educators, widowers and divorcees since 1987 enhance their lifestyle and legacy by preserving and protecting their wealth… with simplicity.
Born and raised in Kahului, Maui, Cliff earned a bachelor’s degree in economics from the University of Hawaii at Manoa and maintains the professional designations of Certified Financial Planner® professional and Charter Financial Consultant®. He is a member of the Financial Planning Association®, Hawaii Estate Planning Council, and former Chairman of the Board of Trustees for the Friends of Library Hawaii.
Cliff and his wife, Michelle, have two children, Stephen and Sheri; and grandchildren, Kainoa, Kekoa, Makana, Zeke, Zaia, and Zade.
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.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.