South Carolina CPAs
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Instructor Bio

David R. Peters, CPA, CFP, CLU, CPCU

David Peters is the Strategic Relationship Manager and Financial Advisor for Carroll Financial Associates, a financial planning and investment management company located in Charlotte, North Carolina. He has over ten years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. He was instrumental in helping establish both Elephant Auto Insurance, a four-state auto insurance company headquartered in the Richmond, Virginia area, and, a price comparison website for auto insurance rates. David was the first-ever Head of Finance at - a position he held for over three years. He holds 4 masters degrees, including a Masters Degree in Taxation from the University of Illinois, and an MBA with an Investments Specialization from Virginia Commonwealth University. He is currently pursuing his PhD in Financial Planning and Retirement Income from the American College in Pennsylvania. He regularly teaches courses in accounting, insurance, financial planning, and ethics in Virginia, North Carolina, and South Carolina. He is the author of the Marketing Matters column in Disclosures, the Virginia Society of CPA’s bi-monthly magazine, and a regular contributor to Interim Report, a publication of the North Carolina Association of CPA’s. In his free time, David enjoys bowling, shooting pool, and playing soccer. Registered Representative of and securities offered through Cetera Advisors Network, LLC, Member SIPC/FINRA. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor. Carroll Financial and Cetera Advisors Network, LLC are not affiliated.