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