I am interested in conducting research that helps to develop better tools for retirement planning. I am widely published in leading practitioner research journals in the fields of financial and retirement planning. I'm a Professor of Retirement Income at The American College of Financial Services, and I work with McLean Asset Management to incorporate my research on retirement income planning into practice with clients. As a part of McLean, I'm also director of retirement research for inStream, which is financial planning software for advisors, and I contribute to investment portfolios which can be integrated into comprehensive planning solutions for Watermark Adviser Solutions.
Wade Pfau
Principal, Director of Retirement Research
McLean Asset Management
United States, Texas, Dallas
About Me
Profile Information
Principal, Director of Retirement Research
McLean Asset Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Dallas
Texas
United States
Aug 16, 2024
More profiles to browse
JR
Jason Rizkallah
Managing Director - Financial Planning
Jason Dye
Managing Director and Retirement Plan Advisor
PF
Paula Friedman
Managing Principal and CEO
Brian Bass
Managing Director, Wealth Management
You Might Like
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST