David R. Peters, CPA, CFP, CPCU, MST,
MBA
Peters Tax Preparation & Consulting
David Peters is an independent tax preparer for Peters Tax Preparation &
Consulting, and a financial advisor and outside representative for Carroll
Financial Associates.* He has over fourteen years of experience in
financial services, including three years in the hedge fund industry and six
years in the insurance industry. David was the first-ever Chief Financial
Officer of Compare.com, an insurance price comparison company - a position he
held for over three years. He was also instrumental in the early success
of Elephant Auto Insurance, a six state auto insurance carrier, located in Glen
Allen, VA.
He holds four masters degrees, and is currently pursuing his PhD in Financial
Planning. He regularly teaches courses in accounting, finance, insurance,
financial planning, and ethics in Virginia, North Carolina, and South
Carolina. He is an Adjunct Professor in Finance and Accounting at Winthrop
University in Rock Hill, SC, and teaches regularly for Kaplan Test
Preparation. He contributes regularly to various CPA publications,
including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures.
* Registered Representative of and securities offered through Cetera Advisors
Network, LLC, Member SIPC/FINRA. Advisory services offered through Carroll
Financial Associates, Inc., a Registered Investment Advisor. Carroll
Financial and Cetera Advisors Network, LLC are not affiliated.
2/2018
