David Peters

With more than 20 years of experience in financial services, David brings deep, real-world expertise to every client relationship. His career includes three years in the hedge fund industry, six years in insurance, and 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.

 

David is registered as an Registered Investment Adviser (RIA) with Peters Financial LLC. As a multi-business owner, financial advisor, tax practitioner, and educator, he understands the complexity clients face when navigating tax strategy, business finances, risk management, 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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Beyond client service, David is a nationally recognized continuing professional education (CPE) instructor. He teaches accounting, tax, finance, insurance, financial planning, and ethics nationwide for organizations including the American Institute of Certified Public Accountants, Surgent McCoy CPE, LLC, and Kaplan, Inc.. Through Peters Professional Education, he has authored and instructed more than 125 on-demand CPE courses and leads private trainings, in-person tax seminars, and live quarterly tax update webinars for CPAs and financial professionals.

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He 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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David’s dedication to professional excellence has earned national recognition, including the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024, and Surgent’s Outstanding Discussion Leader Awards in 2019 and 2022.

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

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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, retirement planning, or professional education, David and his team provide integrated, client-focused solutions designed for long-term success.