Capital Financial
Your partner in developing a secure retirement.
Request a Retirement Review
Proud to be named a BusinessRate “Best of 2026” Award Winner, powered by Google Reviews.
This recognition reflects the trust our clients place in Capital Financial Advisory Group and our commitment to clear, personalized financial planning.
Featured On
Comprehensive financial planning with a focus on strategies to help you generate adequate retirement income that lasts throughout your lifetime.
Our clients have typically saved $100,000 or more for retirement.
Our clients have typically saved $100,000 or more for retirement.
Learn About Financial Advice
Structured wealth management through investment, financial, retirement, estate and tax planning customized to meet their individual financial needs.
Most investment clients have $500,000 or more in investable assets.
Most investment clients have $500,000 or more in investable assets.
Learn About Investment Services
Experienced
We provide affluent retirees and pre-retirees with strategies to reduce taxes and market risk on their life savings while developing and maintaining a close, trusting relationship.
Custom
Our strategic development process begins with an analysis to determine a custom designed course of action that is aligned with your goals and maximizes results.
Independent
Being independent, we offer an experience that is personal and responsive while also maintaining our values of simplicity and transparency.
Fiduciary
By partnering with us as a fiduciary, we will strive to communicate with you clearly and with integrity what is in your best interest throughout the planning process.
About our founder
Pete D'Arruda
MRFC®, RICP®
Pete D’Arruda has been in the financial arena for over three decades. He is a best-selling author, radio and television host, former 2-time President of the International Association of Registered Financial Consultants, an investment advisor and fiduciary.
He founded Capital Financial to help his clients “cross the street of life.“ He and his team strive to help their clients take the worry out of living in retirement.
Known as Coach Pete to most of his clients and radio show listeners, his lifetime goal is to assist his clients in achieving the levels of success they desire.
Learn More About Coach Pete
Watch now!
Discover How to Protect Your Retirement From Market Chaos
Most people save for decades without ever hearing the truth about how money really works in retirement. In this new on-air feature, Coach Pete shares the insights he’s spent years teaching families and professionals across the country—clear, practical strategies built to protect what you’ve worked for.
Tom Hegna Interviews Coach Pete on CNBC
Provided by the Capital Financial Team
DownloadFree eBook & Audiobook
The Big Book On Retirement
Coach Pete's newest book is now available - absolutely free on this site only! The Big Book On Retirement is the eighth book from best-selling and award-winning author Coach Pete D'Arruda. More than 20 years after publishing his first book, Financial Safari, Coach Pete is bringing yet another highly-useful tool to the masses with his latest publication. This comprehensive and concise book helps readers navigate all the ins and outs of retirement planning.With this free resource, you'll discover:
- Learning the importance of working with a licensed fiduciary and how to choose the right one to advise you and your family.
- Understanding the investment options you have available to you in retirement and how to take advantage of a plan that best suits your needs.
- Learning how to secure Guaranteed Lifetime Income for you and your spouse.
- Learning how to organize records and documentation critical to retirement planning and beyond.
- Understanding how to defend yourself against financial and healthcare risks.
How to ensure you have a proper legacy plan in place for your loved ones.
...and much more!
Our team
Coach Pete D'Arruda has built a team of invaluable professionals at Capital Financial.
Learn More About Our Team
Latest Posts
Bonds for Beginners
Everybody gives the same financial advice: “Diversify your portfolio!” The problem is, most folks saying that only diversify their stocks,…
When is the best time to retire?
Nine times out of ten, folks say the best time to retire is “Yesterday!” The average retirement age in America…
The 3 Pillars of a Retirement Plan
We are bombarded with financial advice from everywhere: news outlets, social media, even your bartender with a Bitcoin wallet. Everyone…
Radio & Podcasts
Each week, Coach Pete and his team bring you insightful conversations and practical strategies designed to help you maximize your retirement savings. From Financial Safari and Rock on Retirement to The Parker Holland Show and Unfiltered Retirement with Gregg Berrian, our lineup offers valuable guidance and fresh perspectives to navigate today's financial landscape.
Catch our family of radio shows every weekend across the country on stations including Mix 101.5 WRAL, FM 106.1 WTKK, and AM 680 WPTF, or stream anytime on Apple Podcasts, Amazon Alexa, Spotify, and wherever you listen to podcasts!
Connect with us
Interested in getting started with our Financial Planning Services?
Contact our team at one of our offices in Raleigh, Scottsdale, Greenville, Wilmington, or Myrtle Beach today for a no-obligation financial review.
Let Capital Financial be your partner in financial planning.
Request a Retirement Review
