David R. Peters

Senior Financial Advisor

CPA, CFP®, CLU, CPCU, ChFC, CGMA

David Peters brings to the C.F.O. advisory team the very impressive combination of a broadly diversified educational background in financial services, extensive professional certifications and proven real-world financial and business experience. David is exceptionally well-prepared as a financial advisor, and for his key leadership role as the C.F.O.’s Director of  Personal Financial Planning Services.

Education Background:

  • MS in Taxation from the University of Illinois
  • MBA with Investments Specialization from Virginia Commonwealth University
  • MS in Financial Services from The American College, Bryn Mawr, PA
  • MDiv in Theology from Pittsburgh Theological Seminary
  • BSBA in Accounting from Valparaiso University in Indiana

 

Business Background:

  • 16 years of experience as a tax practitioner & small business advisor
  • 6 years of experience working for start-up entities
  • Certified Public Accountant – VA (License: 34537), NC (License: 40350), & SC (License: 9761)
  • Certified Financial Planner (CFP)
  • Chartered Life Underwriter (CLU)            
  • Chartered Financial Consultant (ChFC)
  • Chartered Property & Casualty Underwriter (CPCU)                        
  • Chartered Global Management Accountant (CGMA)

 

David believes that the key to achieving success in anything is to have a good plan.  Perhaps nowhere is this key success factor more true than in one’s personal financial life.  With over 15 years of experience in financial services, David utilizes a wide-range of financial planning and tax strategies to help families and small business owners reach their financial goals – all starting with a comprehensive financial plan.

 

David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years.  He is a national CPE Instructor/Discussion Leader for the AICPA, Kaplan, and Surgent, and was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States.  He is the advisor for Business & Industry topics for the SC Association of CPA’s and was a recipient of The American College’s 2019 NextGen Financial Services Professional Award.  He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures.  He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.

 

In his free time, David enjoys bowling, shooting pool,  and playing soccer. He is also an avid fan of racing and enjoys spending time with his father watching stock car races. 

 

 

Worried about what your tax return is going to look like this April?   David Peters is also the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA!  You can contact him about tax preparation by visiting:  https://www.davidpetersfinancial.com/

Please Note: All tax preparation is performed by Peters Tax Preparation & Consulting, PC.  CFO Capital Management and Cruice Financial Organization [CFO] do not prepare tax returns.  Peters Tax Preparation & Consulting, PC is not affiliated with CFO Capital Management and Cruice Financial Organization. CFO clients or prospective clients are never obligated to use Peters Tax Preparation & Consulting, PC. as part of any financial planning or investment management services offered by CFO Capital Management and Cruice Financial Organization.

Phone 203-221-0202
Fax 203-221-0234
Mobile Phone 804-332-1373