Calfee Financial Advisors Inc.
Calfee Financial Advisors Inc. (CRD# 119892) is a financial advisory firm headquartered in Chagrin Falls, OH. They serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
FL, OH, TX
Peter Calfee (CRD# 2878152) is an Investment Advisor Representative working at Calfee Financial Advisors Inc. in Chagrin Falls, OH and has over 19 years of experience in the finance industry. Peter Calfee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.