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David Peters
Founder & Owner
David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. David has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.
Currently, David is a National Instructor for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.
Education
The American College
Bryn Mawr, PA
Ph.D. Financial Planning & Retirement Income - All but Dissertation
M.S. Financial Services - 2014
Virginia Commonwealth University
Richmond, VA
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M.B.A. - 2011
Pittsburgh Theological Seminary
Pittsburgh, PA
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M.Div. Master of Divinity - 2006
Certifications
Certified Financial Planner (CFP)
Since December 2013
Certified Life Underwriter (CLU)
Since June 2013
Certified Financial Consultant (ChFC)
Since June 2013
Activities & Associations
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Board member at Leadership Metro Richmond
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American Institute of Certified Public Accountants:
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Young Member Leadership Committee (since 2016)​
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Member Retirement Committee (since 2016)
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Certified Property & Casualty Underwriter (CPCU)
Since May 2013
Certified Global Management Accountant (CGMA)
Since July 2012
University of Illinois
Champaign, IL
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M.S. Accounting - 2004
Certified Public Accountant (CPA)
Virginia CPA License #34537
North Carolina CPA License #40350
South Carolina CPA License #9761
