David Peters, CPA, CFP, CLU, CPCU, MST, MBA

Peters Professional Education
Richmond, VA

David R. Peters, CPA, CFP ^®, CLU, CPCU, MST, MBA, is the founder and owner of Peters Professional Education in Richmond, Virginia. He brings more than 20 years of experience in financial services, including experience in the hedge fund and insurance industries, and previously served as chief financial officer of Compare.com. David is a nationally recognized CPE instructor and discussion leader who teaches accounting, finance, insurance, financial planning and ethics to professionals across the United States. He is the author and instructor of more than 125 on-demand CPE courses and leads private trainings, in-person tax seminars and quarterly live tax update webinars. David has received the AICPA Outstanding Facilitator Award in 2021, 2023 and 2024, as well as Surgent’s Outstanding Discussion Leader Award in 2019 and 2022.