Who's Behind Capital Financial?
Richard D. Peterson
CSA, RFP, BA
Richard is President of Capital Financial Group, Inc. located in Akron, Ohio. He first started servicing his clients in April 1982. He is a Registered Financial Planner and a Registered Investment Advisor. Many of his clients are seniors and retirees, so Richard has also earned his Certified Senior Advisor designation to be able to attend to their specific needs.
Richard has been a constant student of his industry by attending industry seminars, educational functions and completing hundreds of hours of Continuing Education classes. Richard conducts his own workshops and seminars for seniors and they are considered by many to be the most educational and enjoyable seminars around. Richard holds a Bachelor of Arts degree in Business Management from Malone College in Canton, Ohio. He has worked for some of the industry leaders including John Hancock Financial Services and Transamerica Financial Services.
Richard and his wife Donna have two children, Tonya and Ryan. He has resided in the Akron area his entire life and feels that the people are some of the most friendly anywhere. He is an avid jogger, and enjoys the area parks tremendously.
Through the many years of change in the financial industry, Richard decided to make Capital Financial Group Inc. a fee based firm when it came to dealing with securities and investments for his clients. They had voiced their opinion over the years, stating that they preferred to receive unbiased objective advice. They did not like the way brokers were giving them information about investments which happened to be "products" that they were selling.
Capital Financial Group Inc. was built on the foundation of offering its valued clients fair, competent, and objective advice. It strives to exceed each of its clients expectations with outstanding services and attention.
This type of strategy involves gathering more information from the client so that an accurate assessment can be made. This allows the client to receive a comprehensive plan that will take into account as many variables as possible to make the plan a precise, accurate, and comprehensive one.
You can expect a warm and gracious smile when you come into the Capital Financial Group. Melissa is more than happy to answer your questions when you call, or ready to offer a warm cup of coffee when you arrive in person.
Melissa was raised in Medina, OH and now lives in Wadsworth with her husband Chris, and her two children, Morgan and Ronan. She earned a Bachelor of Science degree in business administration before becoming a flight attendant with Continental Airlines. After 4 years as a flight attendant, she became a stay-at-home mom. Now that her children are in school, she is back in the work force in the financial industry.
Melissa is able to assist and help in many different ways. If there is anything you need, you are in good hands with Melissa.
Donna is a life long resident of the area and currently lives with her husband in Bath. She enjoys the outdoors, particularly walking in the area parks. She also enjoys spending time with her two children Tonya and Ryan.
Donna is in charge of setting up the seminars and workshops and special events. She is determined to make these events as enjoyable and informative as possible.