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Wednesday, August 20, 2008

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Creating Your Financial Security

Cliff Robello
** Based on 1 review

Cliff RobelloCliff Robello
Professional Experience: Cliff earned his BA degree in Economics from the University of Hawaii at Manoa. He entered the financial services industry in 1987, and has built a clientele comprised mainly of individuals and small business owners. Cliff currently manages over 50 million dollars of individuals and pension plan assets. He takes a comprehensive approach to wealth management. He sees his role as helping people make smart, well-informed decisions about their investments and retirement plans - helping them secure their retirement lifestyle. The majority of his clients are retired, soon to be retired, widows and small businesses.

Professional Qualifications: Cliff is a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and a Certified Fund Specialist (CFS). He is an Investment Advisor Representative with Financial Network Investment Corporation.

Associations: He is a member in good standing of the Financial Planning Association and the American Society of Financial Services Professionals.

Personal: Cliff was born and raised in Hawaii. When he’s not in the office, he enjoys spending time with his wife, Michelle, and their two children, Stephen and Sheri.


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