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Coach Pete D'Arruda, RICP®, MRFC, RFC®
Capital Financial Advisory Group, LLC

Tel: (919) 657-4201
1500 Town Side Drive, Suite 200
Call : (919) 657-4201
Apex, NC 27502

Fiduciaries for a Predictable Lifetime Retirement Income!

Capital Financial Advisory Group, LLC | Financial Advisor in Apex ,NC

Coach Pete 2018 Sizzle

This is "Coach Pete 2018 Sizzle" by Financial Safari on Vimeo, the home for high quality videos and the people who love them.


About Capital Financial Advisory Group, LLC

Known as "Coach Pete" to his listeners and clients, Coach Pete and his firm are a committed group of professional fiduciaries dedicated to providing superior investment advice to their high networth clients. Coach Pete is also a SMARTVESTOR PRO with Dave Ramsey.

A fiduciary is any person or institution that has the power to act on behalf of another in situations that require great trust, honesty, and loyalty.

His radio show, "The Financial Safari" first aired in 2005 and can be heard weekly on more than 50 stations nationwide. Other Shows founded and hosted by Coach Pete are AMERICA'S 401K SHOW, ROCK ON RETIREMENT, and A+ RETIREMENT. All these shows are heard weekly throughout North Carolina and much of the nation.

Also known as the King of Income Planning, Coach Pete's approach to systematic, lifetime income planning is followed by many who wish to reduce retirement worries.

The firm provides personalized investment and income strategies as well as tax and estate evaluation for all sizes of portfolios and estates.

Call today and see if this is the family atmosphere you've always wanted.


General Information

Firm Start Year:   1992
No.of Employees:   10-19
Insurance License#:   701175
States Licensed in:   NC VA SC
Number of Years with Current Firm:   27


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Disability, Long Term Care, Life
Financial Organization Memberships:   National Association of Insurance and Financial Advisors (NAIFA), Million Dollar Roundtable


Firm Information

Firm's Number of Clients:   300
Firm's Number of Planning Clients:   300
Firm's Number of Managed Clients:   150


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Compensation Methods:   Commissions, Hourly, Flat Fee, Based on Assets
Fee % Based on Assets:   0.07
Hourly Rate:   $299
Additional Details on Charges:   Only charge a planning fee when agreed upon in advance.
Minimum Fee Charged for Managed Accounts:   $100
Minimum Fee Charged for Hourly Planning Accounts:   $250


Board Positions

Organization:  International Association of Registered Financial
Position :  President
Duration :  2015-Currently holding


Education

BS  UNC-Chapel Hill - Chapel Hill, NC
1984-1988



Faqs

  • Do you have a customer satisfaction or refund policy? 100% refund of any planning fees charged if not satisfied.
  • What are your qualifications? What is your education background? Each Planner on staff is a Fiduciary. 27 1/2 years experience. MRFC (Master Registered Financial Consultant).
  • What is your approach to financial planning? We customize each plan to fit with what out clients tell us they want. No cookie-cutter plans here. We take an income planning approach and make sure our clients get as much income possible all the way through retirement.
  • What services do you offer? Financial Planning, Income and Retirement Planning. Private Wealth Strategies
  • How many clients do you currently manage? 311
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Disclaimer

Investment Advisory services offered through Capital Financial Advisory Group, LLC. Capital Financial Advisory Group, LLC provides general information on this website, not individually targeted personalized advice. Information and advice provided here is not an offer to buy or sell securities. Before commencing an investment program we recommend you seek independent professional legal, tax and investment advice as to whether it is suitable for your particular needs and circumstances. Failure to seek detailed professional, personally tailored advice prior to acting could lead to you acting contrary to your own best interests and could lead to losses of capital. Nothing contained herein should be construed as a warranty of investment results. All information provided or contained in this portion of the Web site is the property of Capital Financial Advisory Group, LLC, and should not be reproduced, copied, redistributed, transferred, or sold without the prior written consent of Capital Financial Advisory Group, LLC. All rights reserved. Before deciding on an annuity, you should consider your income needs, risk tolerance and investment objectives. Fixed Insurance and Annuity product guarantees are subject to the claimspaying ability of the issuing company.

Coach Pete D'Arruda, RICP®, MRFC, RFC®

Coach Pete D'Arruda, RICP®, MRFC, RFC®

RFC, Retirement Income Certified Planner

Known as "Coach Pete" on the radio, Mr. D'Arruda has over 27 years in the financial arena with NO complaints. Coach Pete is also a SMARTVESTOR PRO with Dave Ramsey.

He has authored 6 books and co-authored 2. Two of his books have reached the best-sellers list on Amazon. The most noteworthy book, Successonomics, is one that Coach Pete co-authored with Steve Forbes. But, by far, his favorite book just happens to be his most recent, 7 Baby Steps to a ridiculously Reliable Retirement Income. His newest book, AMERICA ASKS COACH is a great read as well.

He has just been named to the prestigious Forbes Leadership Council and will be submitting at least 6 articles a year to Forbes. He is a graduate of The University of North Carolina.

He is a proud father of daughter, Caroline, age 14 with his wife, Kim.

A+ rating with the BBB (Better Business Bureau) and the National Ethics Association.

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My Services

Retirement Planning

Retirees generally have the same question: Will I outlive or run out of money during retirement? Planning is the key to make sure this does not happen to you. The biggest mistake we see for retirees is they invest the same way in retirement as they did while working. The 3 big topics for retirement is 1. Capital preservation, 2. Cash flow and 3. Liquidity. All are equally important ingredients for success.


401K Rollovers

When people have the opportunity to rollover a 401k, 403b, 457 plans to an IRA they should do it. This opens up a much, much larger universe for investing.


Insurance Planning

We are fully licensed in both securities (Series 65) and insurance. We are a Fiduciary Planning firm. Generally, most people do not know the role insurance strategies play in retirement. There is no cookie cutter use of insurance in retirement. There are special products and strategies that have been specifically designed to protect against Long Term Care, Guaranteed income flow, tax free distribution to heirs and more.


My Team

Marty Hensley
Marty Hensley
Marty is a Retirement & Wealth Strategist and he has 25 years of experience overseeing client investment portfolios that are based on a personalized account planning, risk minimization, disciplined professional money management and tax efficient retirement income planning. Marty specializes in protecting wealth that clients have already accumulated and establishing plans to meet future income goals in retirement. Marty received a Bachelor of Arts degree in Economics from the University ...more

Parker Holland
Parker Holland ChFC, RFC
As a Chartered Financial Consultant (ChFC®) and a Registered Financial Consultant (RFC®), Parker Holland provides personalized needs-based analysis to develop customized solutions to ensure a client's needs are met at every life stage. Parker maintains client relationships and ensures a high-quality experience for each and every client while developing tailored solutions that meet long-term financial goals and objectives. A graduate of Campbell University with a Bachelors degree in Tru ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 10:00 AM - 2:00 PM

Communities Served

Angier Broadway
Buies Creek Carrboro
Cary Chapel Hill
Clayton Coats
Durham Fuquay Varina
Garner Holly Springs
Knightdale Moncure
Morrisville New Hill
Pittsboro Raleigh
Sanford Wake Forest
Willow Spring

Compensation Arrangements

Check Visa
MasterCard American Express
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News & Events

Should you jump on the Smart Beta Bandwagon
When: 08/24/2017
Details:The exchange-traded funds, which use algorithms to invest, are better in steady markets. ...more


Financial Planning Interview
When: 12/22/2017
Details:Coach Pete is interviewed about 6 key financial planning topics. ...more


Avoid These 3 Retirement Landmines to Guarantee
When: 10/17/2017
Details:Avoid These 3 Retirement Landmines to Guarantee Your 401(k) Survival ...more


Awards & Recognitions

Emmy
(11/12/2016)

I was an Executive Producer of the "VISIONEER" movie featuring Peter Diamandis.