Peter Calfee, CPA, CFP®, CLU®

Senior Wealth Advisor, Managing Director

Cleveland, OH

LET’S CONNECT

Designations

  • Chartered Life Underwriter®

 

Work Experience

  • Joined MAI in 2018 after MAI’s acquisition of the wealth management division of his firm, Calfee Financial Advisors, a Registered Investment Advisor
  • Previously a Vice President at International Management Group (IMG) and has also worked at Arthur Andersen & Co. and Curtis Noll Corporation
  • Honorably discharged as a First Lieutenant in the United States Army Reserves
  • Served as an Adjunct Professor at several colleges and universities including two distinct Financial Planning course programs
  • Previously licensed as Series 6/7/24/26/63/65 with the SEC, a CFP® from 1984-2023 and CPA (public/private/retired from 1980-2023)

 

Life Outside of MAI 

  • Served as Chair of the CFP Board of Examiners and as a member of the CFP Board of Governors
  • Served on several non-profit Boards including a position as Treasurer of a nationally recognized museum
  • Board Member of United Way Foundation of Indian River County, Florida

 

Education

  • Stanford University, BA
  • University of Chicago, MBA

We look forward to learning about your financial goals.

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