Peter H. Calfee

Peter H. Calfee is the founder, president and owner of Calfee Financial Advisors Inc., which specializes in advising closely-held businesses and their owners and shareholders on the accumulation, conservation and transfer of wealth. 

Mr. Calfee was a vice president with Cleveland-based International Management Group (IMG) for more than nine years before starting Calfee Financial.  At IMG, he provided financial, tax, insurance, pension, estate and investment advice to professional athletes, executives from Fortune 500 companies, entrepreneurs and families of independent wealth.

He is a Certified Public Accountant and holds the CERTIFIED FINANCIAL PLANNER*, Chartered Life Underwriter and Accredited Estate Planner certifications.  He earned his Masters in Business Administration in accounting from the University of Chicago School of Business, and his Bachelors degree in History and German Studies from Stanford University.  He is a member of the American Institute of Certified Public Accountants, Ohio Society of Certified Public Accountants, Financial Planning Association, National Association of Insurance and Financial Advisors and the National Association of Estate Planning Councils.

In addition to writing articles published in regional and national magazines, Mr. Calfee speaks frequently on a wide range of financial planning, family business, and executive compensation topics.  *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.