David Peters

David is a financial advisor and Investment Adviser Representative (IAR) with Peters Financial LLC, a Registered Investment Adviser (RIA), and a licensed mortgage loan officer (NMLS #1945804) with Peters Mortgage, powered by Morty. With more than 20 years of experience in financial services — including three years in the hedge fund industry and six years in insurance — David brings deep, practitioner-level expertise in tax strategy, accounting, financial planning, insurance, and mortgage lending to every client relationship. Through Peters Mortgage, he works directly with homebuyers, homeowners, and their real estate agents on purchase loans, refinances, and HELOCs, bringing the same clear communication and full transparency clients rely on across every business in the David Peters Financial Group family. His career includes executive leadership as the first Chief Financial Officer of Compare.com, where he served for more than three years. He was also one of the earliest hires at Elephant Auto Insurance and has helped found two insurance companies, giving him firsthand insight into how financial and insurance products are structured, priced, and delivered.

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As a multi-business owner, financial advisor, mortgage loan officer, tax practitioner, and educator, David understands the complexity clients face when navigating tax strategy, business finances, risk management, home financing, retirement planning, and long-term wealth building. His mission is to simplify those decisions and provide clear, strategic guidance tailored to each client's goals.

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National CPE Instructor and Thought Leader

Beyond client service, David is a nationally recognized continuing professional education (CPE) instructor who teaches accounting, tax, finance, insurance, financial planning, and ethics for organizations across the country, including the American Institute of Certified Public Accountants (AICPA), Surgent McCoy CPE, LLC, and Kaplan, Inc. He is also a former instructor for Don Farmer seminars and a trusted presenter for state CPA societies, national associations, and private firm trainings — a range across large providers, state societies, and individual firms that sets him apart as an instructor who adapts his delivery to any room without losing the clarity participants consistently point to as his signature strength.

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Through Peters Professional Education, David has authored and instructed more than 125 on-demand CPE courses spanning tax, accounting, finance, insurance, financial planning, ethics, and entrepreneurship. He also leads private trainings, in-person tax seminars, and live quarterly tax update webinars for CPAs and financial professionals nationwide.

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Participants and program organizers consistently describe David as one of the most engaging technical instructors they work with — someone who breaks down complicated tax law, accounting standards, and financial planning concepts into clear, actionable guidance.

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David is a frequent contributor to CPA publications, including the North Carolina Association of CPAs Interim Report, the South Carolina Association of CPAs CPA Report, and the Virginia Society of Certified Public Accountants Disclosures. He also co-authored the Virginia CPA Ethics course from 2018 through 2020, a required ethics course for CPAs licensed in the Commonwealth of Virginia.

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Awards and Credentials

David's dedication to professional excellence has earned national recognition, including:

• AICPA Outstanding Facilitator Award — 2021, 2023, and 2024

• Surgent's Outstanding Discussion Leader Award — 2019 and 2022

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He holds four master's degrees and is currently pursuing his PhD in Financial Planning, reflecting his ongoing commitment to lifelong learning and leadership in tax, accounting, bookkeeping, financial planning, mortgage lending, and insurance strategy.

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Our Mission

At its core, David Peters Financial Group was built to bring clarity to complex financial decisions. Whether clients need tax preparation, bookkeeping support, investment advisory services, insurance coverage, mortgage lending, retirement planning, or professional education, David and his team provide integrated, client-focused solutions designed for long-term success.