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David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Peters Financial, LLC in Rock Hill, SC. He has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He holds four Masters degrees, and is currently pursuing his PhD in Financial Planning as well as a Juris Doctor degree from University of Dayton School of Law. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.

  • Area of Expertise
  • Tax Preparation & Consulting
  • Small Business Services
  • Life Insurance
  • Financial Planning and Asset Management
  • No. of Professionals Trained101297

  • Rating

    4.6

    778 reviews

  • No. of Webinars52

Upcoming Live Webinars

FREE 2 CPE Live

Building a Framework for Regulatory Ethics

userDavid Peters, CFP

adviserPeters Professional Education, LLC

4.6 (500)
Aug 06, 2020 10:30 AM EDT
FREE 2 CPE Live

Building a Framework for Regulatory Ethics

userDavid Peters, CFP

adviserPeters Professional Education, LLC

4.6 (500)
Aug 13, 2020 03:00 PM EDT

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