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 net worth clients.
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.
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
|Firm Start Year:||1992|
|States Licensed in:||
|Number of Years with Current Firm:||26|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Life , Long Term Care , Disability , Annuity|
|Financial Organization Memberships:||National Association of Insurance and Financial Advisors (NAIFA) , Million Dollar Roundtable|
|Firm's Number of Clients:||300|
|Firm's Number of Planning Clients:||300|
|Firm's Number of Managed Clients:||150|
|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 & Fees|
|Fee Structure:||I am a Fee-Based financial professional|
|Compensation Methods:||Commissions , Based on Assets , Hourly , Flat Fee|
|Fee % Based on Assets:||0.07|
|Additional Details on Charges:||
Only charge a planning fee when agreed upon in |
|Minimum Fee Charged for Managed Accounts:||$100|
|Minimum Fee Charged for Hourly Planning Accounts:||$250|
|Organization:||International Association of Registered Financial|
|Duration :||2015-Currently holding|
UNC-Chapel Hill - Chapel Hill, NC
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 claims‐paying ability of the issuing company.
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 12 with his wife, Kim.
A+ rating with the BBB (Better Business Bureau).
|Mon.||9:00 AM - 7:00 PM|
|Tue.||9:00 AM - 7:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 7:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Sat.||10:00 AM - 2:00 PM|
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I was an Executive Producer of the "VISIONEER" movie featuring Peter Diamandis.