Peter "Coach Pete" D'Arruda

Retirement, Small Business, Lifestage Based Planning
“For over 25 years, "Coach" Pete D'Arruda has utilized cutting-edge strategies helping his clients achieve their financial goals and lifetime dreams. His main goal has always been to help take the worry out of planning for, and living in, retirement.”

Capital Financial Advisory Group

Job Title:



Peter J. D’Arruda, MRFC®, 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 six books and co-authored two. 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 host of the nationally syndicated FINANCIAL SAFARI radio show heard weekly.  It can also be heard on itunes and on Amazon's Alexa.  It can also be found one the internet

Peter is a graduate from The University of North Carolina and is a proud father of daughter, Caroline, age 12, with his wife Kim.


BS, Political Science, University of North Carolina

Assets Under Management:

$55 million

Fee Structure:


CRD Number:


Insurance License:

#NPN 701175


Investment Advisory Services offered through EQIS, LLC,  a SEC Registered Investment Advisor.   Investment advice given by Capital Financial Advisory Group (CFAG), LLC, a North Carolina Registered Investment Advisor.   EQIS and CFAG are independent of each other.

All comments contained therein are for the sole purpose of educating the reader and are not intended to be for providing advice [investment,legal, tax or otherwise].

Please consult with a licensed professional with respects to your needs and desires.

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    Financial Planning, Retirement, IRAs
Should I make a $50,000 conversion from a traditional IRA to a Roth?
50% of people found this answer helpful

Not a bad idea as long as you have additional money put aside elsewhere to pay the taxes on the convesrion.  Yes, the RMD's eat up the IRA is later years.  Your example is a good one for me to share with those that are younger about the power of true tax-free growth by the way.  Too many people, especially those under 50, have simply ignored the power of the ROTH.

Best of luck with your convestion assuming 1) you do it and 2) you do it by following the rules.

If I were you, I'd seek out the help of a CPA to make sure it's all being done the right way and does, in fact, make sense for you.


September 2017
    Retirement, Retirement Plans
Is there a way to begin a retirement plan after the age of 50?
33% of people found this answer helpful
September 2017
    Retirement, 401(k)
How should I withdraw from my 401(k) before retirement age?
0% of people found this answer helpful
September 2017
    Personal Finance, Retirement Savings, Bonds / Fixed Income
Is $2,500,000 in savings enough to last our life?
0% of people found this answer helpful
September 2017
Are millennials saving for retirement at an appropriate rate?
0% of people found this answer helpful
September 2017