PETER H. CALFEE CPA, CFP®, CLU
President and owner of Calfee Financial Advisors®, Inc.
Mr. Calfee worked as a financial counselor to high net worth entrepreneurs for decades to help them pursue the financial goals they wanted for their business and family. He provided Person-Specific planning and managed the process of Prosperity Perpetuation™. He and his firm earned a reputation for providing comprehensive “above the clouds” advice and perspective as a multi-family office responsible for coordination and supervision of all aspects of clients’ financial life. Mr. Calfee and Calfee Financial Advisors® integrated investment, tax, retirement, benefits, risk management, succession/estate planning advice that provided the strategic overview you value.
Prior to CFA®, Mr. Calfee spent nine years as a Vice-President with International Management Group (IMG), where he managed financial, tax, insurance, pension, estate and investment advice for over 100 sports, business and entrepreneurial Clients. Mr. Calfee holds his MBA from the University of Chicago, and his BA from Stanford University. He is a member of numerous industry trade groups.
For the successful entrepreneur, he and his experienced team pursued the integration of the business and personal financial strategies and goals for the benefit of the family as well as the business.
We work jointly with experts in the retirement, pension, DOL plan administration, Chartered Financial Analysts (CFA) for technical investment analysis, expert risk management specialists and experienced Estate Attorneys and CPA’s nationally and internationally.