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Dr. David Blanchett

Dr. David Blanchett

PhD, MSFS, CFA, CLU®, ChFC®, CFP®

Adjunct Professor of Wealth Management

Areas of Expertise:

Financial Planning, Research, Retirement Planning, Wealth Management

PhD, Texas Tech University
MSFS, The American College of Financial Services
MBA, University of Chicago Booth School of Business
BS, Finance and Economics, University of Kentucky

About

A world-renowned thought leader in the fields of wealth management and retirement, Dr. Blanchett joined The College in July 2017 as an Adjunct Professor of Wealth Management and leading contributor to the Wealth Management Certified Professional (WMCP) designation program.

In addition to his role with The College, Dr. Blanchett is the head of retirement research for Morningstar Investment Management, LLC. In his role at Morningstar, Dr. Blanchett works to enhance the Investment Management group’s consulting and investment services and conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement. 

Dr. Blanchett's research has been published in a variety of academic and industry journals, such as the Financial Analysts Journal, the Journal of Financial Planning, the Journal of Portfolio Management, the Journal of Retirement, and the Journal of Wealth Management, and has been featured in a variety of media publications, such as InvestmentNews, Marketwatch, Money Magazine, the New York Times, PLANSPONSOR magazine, and the Wall Street Journal.

His research won the Journal of Financial Planning’s 2007 Financial Frontiers Award, the Retirement Income Industry Association’s 2012 Thought Leadership Award, the Journal of Financial Planning’s 2014 and 2015 Montgomery-Warschauer Awards, and the Financial Analysts Journal 2015 Graham & Dodd Scroll Award.

In 2014 InvestmentNews included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry and in 2014 Money Magazine called him one of the brightest minds in retirement planning.  He is a RetireMentor for MarketWatch and an Expert retirement panelist for the Wall Street Journal. 

Courses