David R. Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master’s degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Professional Education LLC. He is the author and continuing education instructor for Peters Professional Education LLC as well as an instructor for the American Institute of Certified Public Accountants, Surgent and Kaplan Professional.David Peters is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He has over fifteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.
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Discussion LeaderSurgentRichmond, Va, Us
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National Continuing Education InstructorPeters Professional Education Nov 2017 - PresentRegularly teach continuing education courses for financial professionals throughout the country for several organizations, including the AICPA, Surgent, and Kaplan Professional. -
Discussion LeaderSurgent Nov 2017 - PresentRadnor Township, Pennsylvania, UsNational continuing education instructor and discussion leader for CPE courses.
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Founder & OwnerPeters Tax Preparation & Consulting Pc Nov 2006 - PresentProvide tax preparation, tax advice, and consulting services to individuals, small businesses, and estates -
Teacher/Discussion LeaderSouth Carolina Association Of Cpas May 2016 - PresentCayce, Sc, UsTeach courses in Social Security, Estate Planning, and Ethics to CPAs in South Carolina -
TeacherCharlotte Cpcu Society Mar 2016 - Present- Taught CPCU 500 (Spring 2016)- Taught CPCU 530 (Summer 2016)- Taught CPCU 551 (Fall 2016 & Spring 2017)- Taught CPCU 553 (Fall 2016)- Taught CPCU 540 (Spring 2017)- Taught CPCU 552 (Summer 2017)
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Teacher/Discussion LeaderVirginia Society Of Cpas Jun 2015 - PresentGlen Allen, Va, Us- Taught VA CPA Ethics Program to CPA's in Virignia -
Senior Financial AdvisorCfo Capital Management Nov 2021 - Oct 2023Westport, Connecticut, UsFinancial and Investment Advisory services offered through CFO Capital Management [CFO-CM]. Brokerage and Custodial Services offered through TD Ameritrade Institutional [TDA], member FINRA and SIPC. CFO-CM and TDA are not affiliated. Peters Tax Preparation, David Peters Financial, and CFO Capital Management are not affiliated. - Service client needs in financial and retirement planning, as well as investment management -
Outside Representative - Financial AdvisorCarroll Financial Oct 2017 - Nov 2021Charlotte, Nc, Us -
Strategic Relationship Manager & Financial AdvisorCarroll Financial Dec 2015 - Sep 2017Charlotte, Nc, UsRegistered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor. Carroll Financial and Cetera Advisor Networks are not affiliated. - Service client needs in financial planning, investment, and communication- Support and manage online marketing efforts- Manage team projects- Manage team P/L- Support finance functions
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Part-Time Instructor & TutorKaplan Test Prep Oct 2016 - May 2021New York, Ny, Us- Helped students prepare for the GMAT, GRE, SAT, and ACT -
ModeratorThe American College Of Financial Services Dec 2015 - Dec 2020King Of Prussia, Pennsylvania, Us- Moderator for FA 261 - Foundations of Retirement Planning (Winter 2016)- Moderator for FA 205 - Exploring Concepts and Essentials of Life Insurance (2016)- Moderator for FA 222 - Essentials of Multiline Insurance (Summer 2017) -
Adjunct Professor In AccountingWinthrop University Jun 2017 - Apr 2019Rock Hill, S.C., Us- Taught graduate and undergraduate courses in accounting and finance, including tax research, corporate tax, and introduction to taxation. -
Adjunct Professor In AccountingStrayer University Jan 2015 - Dec 2015Washington, D.C., N.W., Us- Taught ACC 206 - Financial Accounting (Winter 2015)- Taught ACC 350 - Cost Accounting (Spring 2015)- Taught ACC 556 - MBA Financial Accounting for Managers (Spring 2015)- Taught ACC 305 - Intermediate Accounting III (Fall 2015) -
TeacherGreater Richmond Cpcu Society Sep 2013 - Dec 2015- Taught CPCU 553 (Spring 2014, Fall 2015)- Taught AINS 22 (Fall 2014)- Taught CPCU 530 (Spring 2015)
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Head Of Legal, Admin, Finance, & MisCompare.Com Sep 2012 - Dec 2015Richmond, Virginia, Us- Responsible for all Accounting & Financial Reporting Functions- Responsible for all Legal & Compliance Functions -
Statutory Accounting SupervisorElephant Auto Insurance Dec 2009 - Sep 2012Henrico, Virginia, Us- Prepared tax returns and other tax related documents - Prepared annual statements, quarterly statements, and other insurance related filings- Performed IFRS, statutory, and tax research- Prepared journal entries and monthly financial statements -
Staff AccountantChesapeake Capital Corporation Nov 2006 - Dec 2009Tampa, Fl, Us- Performed accounting/prepared monthly financial statements for 15 entities: 1 family office, 1 S-Corp, 7 trusts, 1 nonprofit foundation, 5 single and multi-member LLCs- Briefed CFO and Chairman on financial statements- Prepared forecasts of income and related tax liabilities- Gathered yearly tax preparation information for all entities/prepared 1099s & 1098s- Reviewed accounting and bank reconciliations for 4 corporate entities- Set-up accounting functions/prepared initial financial statements for 8 entities- Automated regular monthly expense tracking - Analyzed performance of investments -
Part-Time Student PastorCrafton United Presbyterian Church Sep 2005 - May 2006- Prepared/read worship liturgy; led high school youth group, after school group- Occasional preaching duties, home/hospital visits
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Part-Time BookkeeperCommunity Of Urbana-Champaign Co-Operative Housing Nov 2003 - May 2004- Performed monthly accounting services, and prepared quarterly financial reports- Prepared paperwork for members
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Part-Time Staff Accountant/InternThe Fontana Group Feb 2002 - Aug 2003- Prepared income taxes for individuals and small businesses- Performed yearly accounting services for small firms
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Seasonal Tax PreparerLiberty Tax Service Jan 2003 - Apr 2003Hurst, Texas, Us- Prepared income taxes for individuals
David Peters Education Details
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The American CollegeFinancial Planning And Services -
The American College Of Financial ServicesFinancial Planning And Services
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The American College Of Financial ServicesFinancial Planning And Services
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Virginia Commonwealth UniversityFinance
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Pittsburgh Theological SeminaryTheology
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University Of Illinois Urbana-ChampaignAccounting - Tax Specialization
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Valparaiso UniversityTheology
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Virginia Commonwealth UniversityFinance
Frequently Asked Questions about David Peters
What company does David Peters work for?
David Peters works for Surgent
What is David Peters's role at the current company?
David Peters's current role is Discussion Leader.
What schools did David Peters attend?
David Peters attended The American College, The American College Of Financial Services, The American College Of Financial Services, Virginia Commonwealth University, Pittsburgh Theological Seminary, University Of Illinois Urbana-Champaign, Valparaiso University, Virginia Commonwealth University.
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