Wade Pfau
Wade Pfau, PhD, CFA, RICP®, is the Founder of Retirement Researcher, an educational resource for retirement income planning, Co-Founder of the Retirement Income Style Awareness® profile and Co-Host of the Retire with Style podcast. Pfau is also the Professor of Practice in the PhD in Financial and Retirement Planning program at the American College of Financial Services, and serves as a Principal and Director of Retirement Research for McLean Asset Management and inStream, helping to build retirement income solutions for clients. Pfau is widely published in leading peer-reviewed, practitioner-based financial planning research journals in the fields of financial and retirement planning. He hosts the Retirement Researcher blog, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, a contributor to Forbes, and an Expert Panelist for The Wall Street Journal. In addition, he serves as Co-Director of the American College Center for Retirement Income, and RICP® program director at The American College of Financial Services.
Wade Pfau Professional Experience / Academic History
Professional Experience
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Principal and Director of Retirement Research
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Professor of Practice, Retirement Income
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Founder
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MarketWatch RetireMentor
Academic History
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Ph.D., Economics
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M.A., Economics
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B.S., B.A., Economics, Political Science, History
HONORS & RECOGNITIONS
Pfau was a selectee for the InvestmentNews “Power 20” in 2013, “40 Under 40” in 2014, and the Investment Advisor 35 list for 2015.
He was also selected for the IA 25 list for 2014 and Financial Planning magazine’s Influencer Awards.
In 2016, he was named as one of the Innovators in the 2016 InvestmentNews' Icons and Innovators list of titans in the financial advice industry.
He is a 2-time winner of the Journal of Financial Planning Montgomery-Warschauer Award and a 2-time winner of the Academic Thought Leadership Award from the Retirement Income Industry Association.
MEDIA & PUBLICATIONS
Pfau has spoken at national conferences of organizations for financial professionals such as the CFA Institute, FPA, NAPFA, AICPA-PFP, and AFS.
His research has been discussed in outlets that include print editions of The Economist, The New York Times, The Wall Street Journal, and Money Magazine.