David Blanchett, CFA, CFP®, AIFA
David Blanchett, CFA, CFP®, AIFA, is the head of retirement research for Morningstar Investment Management.
David is part of an up and coming group of retirement thought leaders – truly a breath of fresh air - along with Wade Pfau, Michael Finke and others, who challenge us to go beyond targeting 80% replacement rates, traditional retirement portfolio asset allocations, inflation-adjusted systematic withdrawals of 4% and probabilities of success or failure.
As the head of retirement research for Morningstar Investment Management, David works to enhance the group’s consulting and investment services. He conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement plans and he serves as the Chairman of the Advice Methodologies Investment subcommittee.
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David's research has been published in a variety of academic and industry journals and has been featured in a variety of media publications. In 2014 Money Magazine named him one of the five brightest minds in retirement and in 2014 Investment News included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry.
Read summary transcripts of David Blanchett's presentations including "No Portfolio Is an Island" and "Estimating the True Cost of Retirement" in the April 30th, 2016 and June, 2015 issues of Retirement Insight and Trends.
David is a RetireMentor for MarketWatch and an Expert retirement panelist for the Wall Street Journal. His research was awarded:
The Journal of Financial Planning’s 2007 Financial Frontiers Award,
The Retirement Income Industry Association’s 2012 Thought Leadership Award, and
The Journal of Financial Planning’s 2014 Montgomery-Warschauer Award.
David holds a master’s degree in financial services from the American College and a master’s degree in business administration from the University of Chicago Booth School of Business. He is currently taking classes toward a doctorate in personal financial planning at Texas Tech University.
David Blanchett, CFA, CFP®, AIFA, Head of retirement research for Morningstar Investment Management, is available to do presentations on a variety of topics for your retirement professional development or consumer events. Please visit the Retirement Speakers Bureau to find out how you can request David to speak at your next meeting, conference, or other event.