Wade D. Pfau, PhD, CFA, RICP is a professor of retirement income and the director of the Retirement Income Certified Professional® (RICP®) designation program at the American College of Financial Services in King of Prussia, Pennsylvania. He is a codirector of the college’s New York Life Center for Retirement Income. He also serves.... more
Wade D. Pfau, PhD, CFA, RICP is a professor of retirement income and the director of the Retirement Income Certified Professional® (RICP®) designation program at the American College of Financial Services in King of Prussia, Pennsylvania. He is a codirector of the college’s New York Life Center for Retirement Income. He also serves as a principal and the director of retirement research for McLean Asset Management and chief planning scientist at inStream Solutions.
He hosts the Retirement Researcher website as an educational resource for individuals and financial advisors on topics related to retirement income planning. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals. His research has been discussed in outlets including the print editions of the Economist, New York Times, Wall Street Journal, Time, Kiplinger’s, and Money magazine.
Wade is a past selectee for the InvestmentNews Power 20 in 2013 and 40 Under 40 in 2014, the Investment Advisor 35 list for 2015 and 25 list for 2014, and Financial Planning magazine’s Influencer Awards. In 2016, he was chosen as one of the Icons and Innovators by InvestmentNews. He is a two-time winner of the Journal of Financial Planning Montgomery-Warschauer Editor’s Award, a two-time winner of the Academic Thought Leadership Award from the Retirement Income Industry Association, and a Best Paper Award winner in the Retirement category from the Academy of Financial Services. Wade served for four years as a coeditor of the Journal of Personal Finance.
Wade is a contributor to Forbes, an Expert Panelist for the Wall Street Journal, and a columnist for Advisor Perspectives. He has spoken at the national conferences of organizations such as the CFA Institute, Financial Planning Association, National Association of Personal Financial Advisors, and Academy of Financial Services.
He is also author of two other books, Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement and How Much Can I Spend in Retirement: A Guide to Investment-Based Retirement Income Strategies.
Wade Pfau's Projects
Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement
When we properly consider the range of risks introduced after retirement, integrated strategies with... more