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Walt Woerheide

Walt Woerheide



Professor Emeritus of Investments 

Former Frank M. Engle Distinguished Chair in Economic Security Research

Areas of Expertise:

Financial Planning, Investments, Leadership, Portfolio Management, Retirement Planning, Retirement Savings

BA, Brown University
MBA, Washington University in St. Louis
PhD, Washington University in St. Louis


Walt Woerheide, PhD, ChFC®, RICP®, joined The American College of Financial Services as Professor of Investments in 2001. He served as Vice President of Academic Affairs and Dean for 12 years and held the Frank M. Engle Distinguished Chair in Economic Security Research from 2007—2018. He had primary responsibility for HS 328 (Investments) curriculum and later took responsibility for GS 811 (Investments). In addition, he contributed both written and video material to multiple other courses.

Dr. Woerheide published Introducing Personal Finance (John Wiley & Sons), The Savings and Loan Industry: Current Problems and Possible Solutions (Quorum Books), and authored or co-authored seven editions of Fundamentals of Investments for Financial Planning for The College. He has published over 30 articles in leading journals, including the Journal of Financial Planning, Journal of Financial Service Professionals, Financial Services Review, Financial Counseling and Planning, Journal of Consumer Affairs, Journal of Financial and Quantitative Analysis, and the Journal of Finance. For several years, he served as co-editor with Wade Pfau of the Journal of Personal Finance. He continues to serve as a thought leader for several of these journals.

During his career, Dr. Woerheide provided substantial service to the professional associations. He served as President of both the Academy of Financial Services and the Midwest Finance Association and for six years was the Executive Director of the Midwest Finance Association.

Dr. Woerheide earned a B.A. in Mathematical Economics from Brown University, and an MBA and Ph.D. from Washington University in St. Louis. He held the CFP® designation for twelve years. Before coming to The College, he served on the faculty at the University of Illinois at Chicago, the University of Michigan – Flint, and Rochester Institute of Technology.


HS 328 Investments

GS 811 Security Analysis and Portfolio Management