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David Blanchett

David Blanchett

PhD, MSFS, CFA, CLU®, ChFC®, CFP®

David Blanchett

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

David Blanchett, PhD, is Adjunct Professor of wealth management at The American College of Financial Services. A world-renowned thought leader in the fields of wealth management and retirement, Blanchett is a leading contributor to the Wealth Management Certified Professional® (WMCP®) designation program.

In addition to his role with The College, Blanchett is the head of retirement research for Morningstar Investment Management, LLC. In his role at Morningstar, 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. 

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 Academy of Financial Services best paper award in 2017, the CFP Board Center for Financial Planning 2017 Academic Research Colloquium Best Investments Paper Award, the Journal of Financial Planning’s 2007 Financial Frontiers Award, the Journal of Financial Planning’s 2014, 2015, and 2018 Montgomery-Warschauer Awards, the Financial Analysts Journal 2015 Graham and Dodd Scroll Award, and the Retirement Management Journal’s 2012 Thought Leadership 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 an Expert retirement panelist for the Wall Street Journal and currently a member of the ERISA Advisory Council.

Courses