About Us
Our History
Headquartered in Apex, North Carolina, Capital Financial was founded by Peter J. D’Arruda,
popularly known as Coach Pete.
Coach Pete is a prolific and dynamic radio talk show host, author, fiduciary, and independent financial advisor who has been helping people with retirement for decades. He’s built a team of dedicated professionals at Capital Financial to serve you with their extensive knowledge from decades of experience helping clients maximize and preserve their wealth.
Capital Financial provides a structured system of wealth management through investment, financial, retirement, estate and tax planning customized to meet the individual financial needs of our clients.
We specialize in helping pre-retirees from their late fifties to early eighties remain financially secure in any economy.
Coach Pete is a prolific and dynamic radio talk show host, author, fiduciary, and independent financial advisor who has been helping people with retirement for decades. He’s built a team of dedicated professionals at Capital Financial to serve you with their extensive knowledge from decades of experience helping clients maximize and preserve their wealth.
Capital Financial provides a structured system of wealth management through investment, financial, retirement, estate and tax planning customized to meet the individual financial needs of our clients.
We specialize in helping pre-retirees from their late fifties to early eighties remain financially secure in any economy.
Coach Pete in the early days of radio (2004)
What we provide
Retirement Planning
Secure a reliable retirement plan that provides income for you
and your family.
Wealth Protection
We utilize proven strategies and techniques to help protect you
against market volatility.
Asset Creation
Leverage our proven strategies to create new assets to add to your growing portfolio.
Fiduciary Firm
Because the entire team at Capital Financial is committed to serving your best interests, our
firm is structured as a fiduciary.
Watch this video from Coach Pete to find out why that is important.
Watch this video from Coach Pete to find out why that is important.
What to expect
Retirement planning can be stressful… so our process is designed to put you at ease. You will notice immediately that we are different than the other financial advisory firms. Our relaxing office environment and friendly staff will make you feel welcome and comfortable the moment
you walk in the door.
Your First Appointment
During your initial consultation we will get to know you and give you the chance to get to know
us. We want to learn all about your vision for retirement so that we can design a plan that will
help you achieve your long-term financial goals.
There is never any pressure, just the opportunity for a great conversation about your current financial situation and your goals for retirement.
There is never any pressure, just the opportunity for a great conversation about your current financial situation and your goals for retirement.
Your Second Appointment
Your Fiduciary advisor will present an in-depth analysis of your current financial situation, including a breakdown of the fees you are currently paying. They will then propose the best course of action for you to take based on your individual goals.
The strategies they recommend will be designed to maximize your income, earning potential and tax efficiency, to manage risk, and to identify and eliminate unnecessary fees (Financial Termites).
The strategies they recommend will be designed to maximize your income, earning potential and tax efficiency, to manage risk, and to identify and eliminate unnecessary fees (Financial Termites).
Your Third Appointment
You will take some time to digest the information presented in your proposal and then return to meet with your advisor to ask any questions that have come to mind. We want you to be 100% comfortable and confident before moving forward.
Should you decide to move ahead with us, you can rest easy knowing that we will be there to advise, educate, and assist…whenever you need us.
Should you decide to move ahead with us, you can rest easy knowing that we will be there to advise, educate, and assist…whenever you need us.
Our team
Peter J D'Arruda, RICP®, MRFC®
President & Founding Principal
Parker Holland, ChFC®, RFC®, ATFA®
Chartered and Registered Financial Consultant ®
Accredited Trust Fiduciary Advisor ®
Investment Advisor Representative
Marty Hensley
Investment Advisor Representative
Matthew Scuderi, RFA®
Registered Financial Associate®
LeeAnn DiMartino
Insurance Advisor
Gregg Berrian
Insurance Advisor
Bryson King
Financial Strategist
Allen Reaves
Financial Strategist
Kathleen Brown
Client Relations Manager
Maria Sinkler
Client Relations Specialist
Joel Davidson
Client Relations Specialist
Olivia Hicks
Client Relations Specialist
