Draft:Loren Dunton

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Last edited by Nthep (talk | contribs) 53 days ago. (Update)

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Loren Dunton (1918-1997) is known as father of personal financial planning movement and personal financial planner as a profession. Organizationally we can trace the birth of financial planning profession to a single meeting organized by Loren Dunton and James R. Johnson. The meeting began with 13 men gathered on a Saturday morning, December 12, 1969, in a room at the O'Hare Inn in Chicago. In December 1969 called Chicago 13. After the Chicago 13 meeting 2 organizations were created: International College for Financial Counseling and International Association of Financial

Counselors (IAFC).

He was born January 14, 1918 in Trail, British Columbia. He died March 21, 1997 in San Francisco of a cerebral hemorrhage.

Mr. Dunton was the author of a dozen books about the financial world.

References

Waliszewski, K., & Welch, H. O. (2021). From the Roots to the Present of Personal Financial Planning – Achievements on the 50th Anniversary of the Movement. Finanse I Prawo Finansowe, 1(29), 129–153. https://doi.org/10.18778/2391-6478.1.29.08

Brendon, D. and Welch, O. (2009). The History of Financial Planning The Transformation of Financial Services, NJ: John Wiley & Sons.