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.
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.
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
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
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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