Peter Dunn

Financial Advisor


Professional Story

Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners


Pete’s desire to make a difference in people’s financial lives brought him to MassMutual Greater Philadelphia more than 23 years ago. As a Financial Advisor, he works with individuals, families, and small businesses, helping them create wealth and security. Pete’s practice focuses on helping his clients organize their finances and construct a game plan to achieve financial security.

Pete holds the Registered Income Certified Professional (RICP) designation and is qualified to assist with planning and executing strategies to help achieve financial independence during your retirement years.

As a Certified Family Business Specialist, Pete has broad knowledge and provides insight into the inner workings and challenging dynamics of family-owned businesses. He works with small family business owners with succession planning; federal income and estate tax consequences; planning devices and control issues faced by family-owned businesses; buy-sell agreements; and benefit plan and retirement plan strategies for succession planning.

Pete keeps abreast of the challenges facing families by being active in his community and his affiliations with professional organizations. He is the founder of Spirited Business Works, an organization for professionals that provides a forum to strengthen and inspire shared experiences of faith and action. This group nurtures values and reinforces personal integrity; they create strategic alliances to strengthen the community while fostering personal and professional development. He is also President and founder of the Philadelphia Business Leaders Alliance. He is the leader of the Faith in Action group at his church and is an active member of the Camden County YMCA Advisory Board. He also volunteers with Joseph’s House in a leadership role to help end hunger in Camden, NJ.

Pete resides in Haddon Township, NJ with his wife, Magna, and three sons.


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MassMutual Greater Philadelphia

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