Capital Financial Advisory Group

Cary, North Carolina Retirement Planning

Peter J. “Coach Pete” D’Arruda, Registered Financial Consultant, and Investment Advisor, is President and Founding Principal of Capital Financial Advisory, LLC in Cary, North Carolina.  Having written three financial books, he is a well respected author.  His radio show, COACH PETE’S FINANCIAL SAFARI, is heard weekly on radio stations in North Carolina. 

Our Mission

The mission of the firm is to “assist our clients in achieving the goals and objectives that are most important to them by integrating all areas of planning including financial and  insurance.  We assist them in gaining clarity in a world of increasing complexity by serving as our client’s “Personal CFO.” 

As a result of Coach Pete's planning strategies, his clients enjoy financial peace of mind.  Because they are freed from the chains of financial worry, they are able to spend time doing activities that bring them the most internal satisfaction.  They are clear about what is important to them in life and understand that money is nothing more than a tool for them to use to support their value system.  Coach Pete is a trusted financial coach when it comes to 401(k)’s, 403(b)’s, and IRA's.

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Disclaimer:
This website is intended to provide general information about our firm, our services and as a method for contacting us. No information herein shall be construed as an offer to "buy," "purchase" or "sell" a security. We will only render investment advice, recommendations or services after the following conditions have been met:
1. Delivery of our form ADV Part II.
2. Execution of an Investment Advisory and/or Financial Planning Engagement Letter.
Although information and materials contained in this website are gathered from data we believe to be accurate at the time of publishing, it is not guaranteed as to accuracy and is not represented as complete or intended as the primary basis for investment decisions. Information presented herein is not to be construed as advice meeting the particular needs of any investor. All mention of performance is based on historical experience. It should not be assumed that past performance is any indication of future results.

Investment advisory services offered through Capital Financial Advisory Group, LLC, a North Carolina Registered Investment Advisor.   Financial advice is available to North Carolina residents only.  Capital Financial Advisory Group does not give tax or estate planning advice.