Professional Summary

Professional Overview

Wade Pfau is a renowned financial planning and retirement income expert, with a focus on providing evidence-based strategies to help individuals achieve their retirement goals. As the Founder of RISA, LLC and Retirement Researcher, he leverages his extensive academic and professional experience to drive innovation in the retirement planning industry.

Experience Summary

Current Roles

• Founder, RISA, LLC (2021 - Present)

• Founder, Retirement Researcher (2010 - Present)

• Principal and Director of Retirement Research, McLean Asset Management Corporation (2013 - Present)

• Professor of Practice, The American College of Financial Services (2023 - Present)

• Fellow, Alliance for Lifetime Income (2021 - Present)

Career Progression

Prior to his current roles, Dr. Pfau served as the RICP Program Director and Professor of Retirement Income at The American College of Financial Services from 2019 to 2023. He was also a Professor of Retirement Income at the institution from 2013 to 2023. Additionally, he held the position of Director of the Macroeconomic Policy Program and Associate Professor of Economics at the National Graduate Institute for Policy Studies in Japan from 2003 to 2013.

Throughout his career, Dr. Pfau has made significant contributions to the retirement planning industry. He has been a MarketWatch RetireMentor at the Wall Street Journal and served as the Curriculum Director for the Retirement Management Analyst designation at the Retirement Income Industry Association.

Academic Background

Dr. Pfau holds a Ph.D. in Economics from Princeton University, where he specialized in macroeconomics, public finance, and applied econometrics. He also earned a Bachelor of Arts degree in Mathematics and Economics from the University of Missouri.

Areas of Expertise

• Retirement planning and income strategies

• Macroeconomic and public policy analysis

• Applied econometrics and quantitative research

• Financial education and curriculum development

Professional Impact

Dr. Pfau is a prolific writer and speaker, with numerous publications in academic journals and industry publications. He has authored several books, including "How Much Can I Spend in Retirement?" and "Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement." His research and insights have been widely recognized and have had a significant impact on the retirement planning industry.

Conclusion

With his extensive academic credentials, industry expertise, and commitment to innovation, Dr. Wade Pfau is a recognized leader in the field of retirement planning and income strategies. His dedication to providing evidence-based solutions and driving positive change in the industry positions him as a valuable resource for individuals and financial professionals seeking to optimize their retirement outcomes.