Calfee Financial
Advisors^®, Inc.

Calfee Financial Advisors provides holistic and global financial planning, guidance and other services to individuals and institutions. Peter Calfee is a registered representative with and offers securities and advisory services through LPL Financial (LPL)Member FINRA/SIPC. Calfee Financial Advisors, Inc., is separate from LPL Financial (LPL) and is not a broker dealer.

Peter H. Calfee

Peter H. Calfee, CPA, CFP, CLU, AEP, MBA, is President and Owner of Calfee Financial Advisors, Inc. Mr. Calfee is a past presenter at the National Association of Independent Schools Annual Conference, regional association and conference programs and speaks across the country on total compensation and contract issues for the leaders and staff of non-profit insitutions and independent schools.

Calfee Compensation Clients

Mr. Calfee has successfully participated in the creation of fair compensation packages for the following institutions and independent schools:

• Sarasota Military Academy; Sarasota, Florida

• Ruffing Montessori School; Cleveland, Ohio

• Buckley School; Manhattan, New York

• Waynflete School; Portland, Maine

• Sage School; Boston, Massachusetts

• York Academy; Monterey, California

• Friends School of Wilmington; Wilmington, North Carolina

• Northrop Blake Highcroft; Minneapolis, Minnesota

• Providence Day School; Charlotte, North Carolina

• Fessenden School; West Newton, Massachusetts

• Old Trail School; Bath, Ohio

• New Canaan Country School; New Canaan, Connecticut

• Saint Edward’s School; Vero Beach, Florida

• St Luke’s School; New Canaan, Connecticut

• Sayre School; Lexington, Kentucky

• Canton Country Day School; Canton, Ohio

• York School; Monterey, California

• The Masters School; Dobbs Ferry, New York

• Hawken School; Gates Mills, Ohio

• North Shore Country Day; Chicago, Illinois

• Cincinnati Country Day; Cincinnati, Ohio

• Germantown Academy; Fort Washington, Pennsylvania

• The Elisabeth Morrow School; Englewood, New Jersey

• Presbyterian Day School; Memphis, Tennessee

• Fieldstone Farms Therapeutic Riding Center; Chagrin Falls, Ohio

• North Shore Country Day; Winnetka, Illinois

• The Gathering Place; Northeast Ohio

• King & Low-Heywood Thomas School; Stamford, Connecticut

• St. Luke’s Foundation; Cleveland, Ohio

• The Peck School; Morristown, New Jersey

• Miami Valley School; Dayton, Ohio

• And many others

Person-Specific™ Planning and Financial Expertise for Successful People®    @Copyright 2005-2009 Calfee Financial Advisors

This web site does not constitute an offer of securities in any jurisdiction. Neither business transactions nor communications
related to securities and/or personal investment advice for compensation can be made without full compliance with your
state's registration requirements. Securities offered through LPL Financial (LPL) Member FINRA/SIPC.
Licensed to sell life insurance in AZ, CA, CT, FL, IL, IN, KY, MD, MI, NC, NJ, NY, OH, PA, TX, and WI.
Registered to offer securities in AR, AZ, CA, CT, FL, IL, IN, KY, MD, MT, NC, NJ, NY, OH, PA, TX AND WI.