cb32 bio card

Wade D. Pfau

PhD, CFA, RICP®

Professor of Practice

Wade D. Pfau, PhD, CFA, RICP® is a professor of practice in the Retirement Income Certified Professional® (RICP®) Program at The American College of Financial Services.

Pfau serves as a co-editor of the Journal of Personal Finance and is a sought-after speaker at national conferences of organizations for financial professionals, such as the CFA Institute, FPA, NAPFA, AICPA-PFP, and AFS. He also consistently publishes articles in a wide variety of academic and practitioner research journals. 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. 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.

Recognized across the financial services industry, Pfau has garnered accolades from the InvestmentNews “Power 20” in 2013 and “40 Under 40” in 2014, the Investment Advisor 35 list for 2015, the IA 25 list for 2014, and Financial Planning magazine’s Influencer Awards. He is a two-time winner of the Journal of Financial Planning Montgomery-Warschauer 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.

Pfau holds a Doctorate in Economics and a master’s degree from Princeton University, along with bachelor of arts and bachelor of science degrees from the University of Iowa. He is also a Chartered Financial Analyst® (CFA®).

Annuities 
Financial Planning
Investments 
Life Insurance Planning
Life Insurance Practices
Portfolio Management
Retirement Planning

Wade D. Pfau, PhD, CFA, RICP® is a professor of practice in the Retirement Income Certified Professional® (RICP®) Program at The American College of Financial Services.

Pfau serves as a co-editor of the Journal of Personal Finance and is a sought-after speaker at national conferences of organizations for financial professionals, such as the CFA Institute, FPA, NAPFA, AICPA-PFP, and AFS. He also consistently publishes articles in a wide variety of academic and practitioner research journals. 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. 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.

Recognized across the financial services industry, Pfau has garnered accolades from the InvestmentNews “Power 20” in 2013 and “40 Under 40” in 2014, the Investment Advisor 35 list for 2015, the IA 25 list for 2014, and Financial Planning magazine’s Influencer Awards. He is a two-time winner of the Journal of Financial Planning Montgomery-Warschauer 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.

Pfau holds a Doctorate in Economics and a master’s degree from Princeton University, along with bachelor of arts and bachelor of science degrees from the University of Iowa. He is also a Chartered Financial Analyst® (CFA®).

Annuities 
Financial Planning
Investments 
Life Insurance Planning
Life Insurance Practices
Portfolio Management
Retirement Planning