DiscoverSmart Money CircleSMC: Adam Sarhan Interviewed David Peters ~$400M AUM
SMC: Adam Sarhan Interviewed David Peters ~$400M AUM

SMC: Adam Sarhan Interviewed David Peters ~$400M AUM

Update: 2022-10-04
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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. He is a registered representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC, as well as advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.  Website: www.davidpetersfinancial.com



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SMC: Adam Sarhan Interviewed David Peters ~$400M AUM

SMC: Adam Sarhan Interviewed David Peters ~$400M AUM

Adam Sarhan