Peter J. D'Arruda
Our management team of industry experts has gathered extensive knowledge from decades of experience helping clients maximize and preserve their wealth.
Peter J. D’Arruda
President & Founding Principal
Peter J. D’Arruda, MRFC®, RICP®, is President of the IARFC (International Association of Registered Financial Consultants), an Investment Advisor, fiduciary, and has been in the financial arena for over 25 years. 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, Coach Pete’s lifetime goal is to assist his clients in achieving the levels of success they desire.
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”. He has just been named to the prestigious Forbes Leadership Council and will be submitting at least 6 articles a year to Forbes for their readers’ print and web enjoyment. He is a graduate from The University of North Carolina.
He is a proud father of daughter, Caroline, age 11 with his wife, Kim.
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 Trust and Wealth Management, minor in Financial Planning and a Masters in Business Administration.
Born and raised in Apex, Parker has been apart of the community all his life. He enjoys spending time with his family as well as working and volunteering around various community associations.
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 of North Carolina-Chapel Hill, where he also received a 4-year basketball scholarship to play for the legendary coach, Dean Smith.
LeeAnn has 20 years experience in building both business and client relationships. Her careful attention to detail and emphasis on listening to clients wants and need, allows her to develop tailor-made retirement income plans.
“Having the best growth strategies while protecting your portfolio is essential to maintaining the lifestyle you have grown accustomed to for both you and your family.”
LeeAnn received her Bachelor of Arts degree in psychology from Lynchburg College. She is a licensed agent in North Carolina for Life, Health, Medicare Supplement and Long Term Care.
LeeAnn has lived in Apex for the last 13 years and has one son. When not living on a baseball or football field watching her son play, she enjoys time with family and friends as well as volunteering for several local organizations and enjoys traveling and reading.
As Director of Client Relations, Kim provides the logistical and
administrative support needed to facilitate the smooth flow of
office operations. She is passionate about ensuring the excellence
of our customer service, and she is always looking for new ways to
enhance the client experience.
Kim has a diverse employment background, with experience in
customer service, business management, marketing, and event
planning. She relies on the large variety of skills she has
developed throughout her career, as on any given day she might
be serving as Office Manager, Business Development Specialist,
Event Planner, Graphic Designer or Interior Decorator.
Kim holds a Bachelor of Arts from the University of
Massachusetts and a Certification in Event Development from
Duke University. She lives in Apex and enjoys hiking, traveling,
visiting the beach and mountains, and spending time with friends
As Director of Radio Relations, Joanna Whitfield assists our callers as they transition to clients.
With 25 years of business experience in client and customer service in both the public and private sectors, Joanna loves to help people. Her ability to connect with, evaluate, and communicate their needs to our staff, helps us in providing excellent client care. Marketing, Social Networking, Leadership and Business Development, Office Administration and Personnel Management are also areas that she is skilled in.
Joanna received her Bachelor of Science degree in Business with a minor in Human Resources from Liberty University. She is a licensed agent in North Carolina for Life, Health, Medicare Supplement, and Long Term Care.
Born in Goldsboro, NC, Joanna has lived there for most of her life. She has a daughter, son, and grandson. In her spare time, she enjoys spending time with her family and going to the beach.
Gregg has been a financial advisor for 15 years and believes in a balanced retirement that takes all aspects of life into consideration. This includes healthcare, social security maximization strategies, and retirement income planning that lasts a lifetime.
Personalized strategies are the key to having a retirement that will meet a client’s needs each step along the way from accumulation, to distribution, as well as preservation. Proper advance planning relieves the stress that these different phases of retirement may present to our clients.
Gregg has specialized in several aspects of retirement planning for decades and has incorporated them all in his work at Capital Financial Advisory Group. He has been married to his wife Charmaine for 30 years and has three adult children Andrew, Becky and David.