meet pete
[pete's story]
Peter Dunn a.k.a. Pete the Planner is an award-winning comedian and an award-winning financial mind. He was one of Indy’s Best and Brightest in 2007 for finance and in 2009 for Media, Entertainment, and Sports category. He was also one of the 30 under 30 to watch in the arts (comedy) in 2004. He is the author of the What Your Dad Never Taught You About Budgeting published in 2006. His wit is super quick, and his understanding of his generation’s problems is unmatched. Pete addresses everything from how to teach your kids about money to how to communicate better with your spouse about the ever-so-delicate finances.
Pete realized that he wanted to deal with money when he was in his sixth grade math class. The teacher gave the class a stock market project, and Pete was hooked. He did terrible in the market on the project, but it didn’t matter. He loved the way money affected people differently.
Pete, like many young people, went through a nasty day trading habit in college. He did well, but his nerves took a beating. Pete started giving financial advice to real clients when he was only 19. Pete eventually graduated (in 4 years, none of this 6 year junk), and went into financial advising full time.
Two years into “the real world” Pete started Advanced Planning Solutions, which he affectionately calls the “lamest name in Financial Planning”. He has suffered through many of the challenges that other Gen Y-ers have. He has been through all the classics: spending a ton at his friends’ weddings, equating financial success to eating like a ravenous pig, and of course misusing the convenience that technology brings.
All in all, Pete knows what he is doing. He is not patronizing, nor judgmental. Pete understands the struggles of his generation, and is 100% committed to addressing them one slacker at a time.