Pete D’Arruda: The Right Coach For The Retirement Game
Cary, NC – June 13, 2012 – Pete D’Arruda’s life equation has always been how to build as much money for others as possible, and do it safely.
His solution to this equation – Capital Financial Advisory Group, which he founded in Cary, NC.
The firm specializes in pre-retirees and retirees, a demographic that includes people in their late 50s, 60s, 70s, and even early 80s. The first thing D’Arruda does when meeting with a client is to find out where they are financially.
For D’Arruda, a successful retirement is about customization. Each individual is different and has a unique set of needs, goals, and priorities. Pete doesn’t believe in the one-size-fits-all equation.
He offers customized plans, and he believes in holding at least quarterly meetings to update the plan as necessary.
Pete has been in the financial services industry for more than 20 years, and he has stayed true to his beliefs from day one. In 1991, he dove full-time into the financial assistance world, helping teachers of all people, the salt of the Earth.
Most teachers didn’t realize they were entitled to a special tax deduction, and for his efforts, some of those he helped went on to retire a whole year early!
“My last name was hard to pronounce so they asked if they could call me Coach Pete,” he says. “I’d always visit the school, and the principal would announce that Coach Pete was coming.”
Now Pete sees himself as a financial coach, guiding a different demographic toward fiscal success.
Happily taking on the fiduciary responsibility of putting the client first, his two decades after first helping those teachers have been filled with zero complaints and an A-plus rating with the Better Business Bureau.
Naturally, this honest and knowledgeable advisor was drawn to radio, as he currently hosts “Coach Pete’s Financial Safari,” a weekly radio show played on stations throughout North Carolina, Miami, Chicago, and San Francisco. He also has three popular books out, including the “Fine Print Fiasco,” “Financial Safari,” and “Have you been talking to Financial Aliens?”
The future is bright if clients can pick the right advisor, with their best interest at heart. Pete is one of those advisors.
To learn about Capital Financial Advisory Group, visit www.irahero.com, or call 866-882-9785.