Author - David John Marotta

1
Financial Planning for the Young and Non-Affluent

Financial Planning for the Young and Non-Affluent

James B. Cloonan is the founder and chairman of the American Associate of Indivdiual Investors (AAII). Last year he wrote an article for the AAII Journal in which he reflected on the financial services industry and his career in running a financial education non-profit as he approached retirement. At the end of the article he mentioned some of his regrets, writing:

I wish AAII could reach a wider range of investors. We are serving mostly fairly affluent investors who already have a basic or advanced knowledge of investing. Even though our membership fees are low and we have tried programs

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