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Wade Pfau, PhD, CFA

Wade Pfau, PhD, CFA

Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income for the American College of Financial Services and the Director of Retirement Research for McLean Asset Management, as well as the author of Insights & Research for Lifetime Financial Planning for the Retirement Researcher.

 

Passion/expertise

Wade D. Pfau, Ph.D., CFA, is passionate about retirement income security for Americans by providing educational material and information about retirement income strategies for advisors. Wade recently joined the American College in the spring as a Professor of Retirement Income in their new Ph.D. program on Financial Services and Retirement Planning.

 

Education/Experience

  • Wade Pfau served as a past curriculum director for the Retirement Management Analyst (RMA) designation program

  • Contributed to the curriculum of the Retirement Income Certified Professional (RICP) designation from the American College

  • He holds a doctorate in economics from Princeton University

Awards/Recognition

  • Past selectee for the InvestmentNews Power 20 for people expected to shape the financial advisory industry

  • Recipient of Financial Planning magazine’s Influencer Awards

  • Wade's research article on “safe savings rates” won the inaugural Journal of Financial Planning Montgomery-Warschauer Editor’s Award

  • Wade's work on evaluating the outcomes of different retirement income strategies received an Academic Thought Leadership Award from the Retirement Income Industry Association

Publications

  • Published research on retirement planning in a wide variety of academic and practitioner research journals

  • Active blogger on retirement research, maintaining the educational Retirement Researcher website

  • Monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, and an Expert Panelist for the Wall Street Journal

  • Wade's research has been discussed in outlets including the print editions of The Economist, Wall Street Journal, and SmartMoney

 


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$199 for 365 Days - Annual Premier Membership - Worry-Free Monthly CE

$199 for 365 Days - Annual Premier Membership - Worry-Free Monthly CE

Worry-Free monthly CE! FULL member benefits at a guaranteed low price for as long as you remain a Member: Unlimited access to Live Webinars, elearning courses, audio downloads, with CFP®, CRC®, ASPPA, and PACE CE credit available.
$199.00
$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

Receive 90-Days FULL ACCESS to 50+ eligible elearning courses, audio downloads, and live webinars (held during membership) - CFP®, CRC® ASPPA, and PACE CE - no auto-renew, option to upgrade - one low fee!
$99.00
Fitting Home Equity into a Retirement Income Strategy - Wade Pfau

Fitting Home Equity into a Retirement Income Strategy - Wade Pfau

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

How can reverse mortgages be used to better secure retirement? Learn how to think about reverse mortgages as a form of insurance to protect against market losses.

$29.00
Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans - Steve Vernon, Wade Pfau

Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans - Steve Vernon, Wade Pfau

1.5 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

Learn how recent Society of Actuaries research can be applied to retirement income options and investing decisions for DC plan sponsors, participants and consumers.

$29.00
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