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Peter Melsness (CFP®)

Peter Melsness focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

 

  • Comprehensive Financial Planning 
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Investment Management Service
  • Investment Advice on Held-away Accounts

 

 

Additional Information

Peter is founder and principal owner of Superior Financial.  Peter is an advocate of the Fee-Only financial planning model and believes strongly that it is the best approach for delivering financial planning services to the public. Peter is a NAPFA Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™.

A native of Minnesota, Peter is married with four children and enjoys an active lifestyle with many interests including, traveling, hiking and spending time with family.

Peter is active in the Rochester community serving on a number of boards while striving to live out his personal financial mantra:

Live Healthy. Give Generously. Protect you and your loved ones. Save early and often. Spend the rest to enjoy life!

EDUCATION and TRAINING

  • Bachelor of Science, Valparaiso University, Valparaiso, IN
  • Masters of Science, Michigan State University, East Lansing, MI
  • Certificate in Financial Planning, College for Financial Planning, Denver, CO

NAPFA Start Date

April 28, 2011

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit