Whether it’s tax prep, financial planning, bookkeeping, education, or insurance, David Peters is here to guide you every step of the way.
David Peters
CPA, CFP, CLU, CPCU, MST, MBA
David Peters, founder of David Peters Financial Group, Peters Tax Preparation & Consulting, and Peters Professional Education, is a nationally recognized financial advisor, educator, and multi-business owner with over 20 years of experience in finance, insurance, and tax. A former CFO of Compare.com and co-founder of two insurance companies, David holds four master’s degrees, contributes to CPA publications, and teaches accounting, finance, insurance, and financial planning courses across the U.S., helping clients and professionals navigate complex financial decisions with confidence.
Why Choose David Peters
With David Peters, you’re never alone in your financial decisions. He breaks down the complex, tailors solutions to your needs, and walks with you every step of the way so you can relax and feel confident.
Professional & Reliable
Experienced Bookkeepers
Convenient Services
Trusted Expertise