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Wade D. Pfau, Ph.D., CFA®, RICP®

Academic/Research Fellow

Wade D. Pfau, PhD, is Professor of Retirement Income in the PhD in Financial and Retirement Planning program, Co-Director of the American College Center for Retirement Income, and RICP® program director at The American College of Financial Services.

Pfau is a co-editor of the Journal of Personal Finance. He has spoken at national conferences of organizations for financial professionals such as the CFA Institute, FPA, NAPFA, AICPA-PFP, and AFS. He also publishes frequently 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 EconomistThe New York TimesThe Wall Street Journal, and Money Magazine.

Pfau was a selectee for 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, and bachelor of arts and bachelor of science degrees from the University of Iowa. He is also a Chartered Financial Analyst® (CFA®).

Credentials

  • Professor of Retirement Income
  • RICP®Program Director
  • Co-Director of the American College Center for Retirement Income

Areas of Expertise

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

Papers

Retirement Income Certified Professionals®
Independent and Agnostic
Driven by Data and Actuarial Science
The Two Economic Powers® Strategy

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Utilizing the Two Economic Powers® Strategy

We are extremely honored to be affiliated with Dr. Wade Pfau, PhD, CFA®, RICP®. Dr. Pfau is Professor of Retirement Income in the PhD in Financial and Retirement Planning program, Co-Director of the American College Center for Retirement Income, and RICP® program director at The American College of Financial Services. Our firm, the Retirement Money Experts was founded by Jeff Sanger, RICP®, who serves as President and CEO. He follows the actuarial science and mathematical models laid out in the Two Economic Powers® Strategy when developing custom retirement plans for our clients.

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Retirement Income Expert

Dr. Wade Pfau, PhD, CFA®, RICP®

Academic/Research Fellow

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As licensed financial advisors focused on retirement, we bring you an array of educational videos and whitepapers you can use to learn more about why we developed and recommend the Two Economic Powers® Strategy versus the traditional accumulation model that we call the One Economic Power™. We also have a wide range of animated videos and whitepapers to help you understand the often-complex concepts behind the financial services industry. Our goal is that you understand your custom plan, and the “why” behind what we do.

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