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

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