His mission is to "assist our listeners in achieving the goals and objectives that are most important to them."
Peter J. “Coach Pete” D’Arruda, Registered Financial Consultant, Investment Advisor, President and Founding Principal of Capital Financial Advisory Group, LLC.
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Each year, Coach Pete educates area investors by holding educational seminars open to the public. Topics include: Proper cashflow strategies, stopping the unfair tax on your Social Security Income, how to get long-term care protection without paying annual premiums, safe investment alternatives, protecting yourself from market losses and much more.
Coach Pete enjoys assisting his clients achieve their financial objectives. He continues improving his knowledge base by attending several advanced planning industry meetings each year. He is a highly sought after speaker and has been interviewed for and appeared in many national magazine articles and publications such as CNN Finance, MSNBC, Bankrate.com, Yahoo Finance and TheStreet.com.
Coach Pete is a resident of Cary, North Carolina and is happily married to his wife, Kimberley for 11 years. He especially enjoys spending time with his daughter, Carrie (4) as well as researching, for the three new books he is writing.
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.