1 year ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
- With CAPTRUST Since 2018
- 512.342.2272
-
115 Wild Basin Road S. #225
Austin, TX 78746
Peter DiNardo, CFP®
Vice President,
Financial Advisor
- Bedford, NH
- Unbroken | Forrest Gump
- My family
- We are what we repeatedly do. Excellence, then, is not an act, but a habit.
- A sense of humor, integrity, and motivation
Financial Advisors
Peter DiNardo is an institutional retirement plan advisor based in Austin, TX.
Peter joined CAPTRUST in 2018 and serves as a vice president and financial advisor responsible for providing investment advisory services to fiduciaries of corporate retirement plans. Prior to joining the firm, Peter worked as a investment consultant at Fidelity Investments and has worked in the industry since 2009.
Education
- Bachelor of Science in Business Administration degree in marketing communications/advertising with a concentration in international business from Western New England University
Industry Designations
- CERTIFIED FINANCIAL PLANNER™
Awards & Recognition
- NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Austin)
News & Resources
Retirement Plans
Retirement Plans
2 years ago
CAPTRUST Makes NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
Retirement Plans
2 years ago
26 CAPTRUST Teams Listed on NAPA’s Top DC Advisors
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
Resources
2 years ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
