CoverProfile

Wade Pfau

Principal, Director of Retirement Research

McLean Asset Management

United States, Texas, Dallas

About Me

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.

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

PF
Paula Friedman
Managing Principal and CEO
Profile Photo
Jonathan Marcellino
Investment Associate & Associate Planner
JR
Jason Rizkallah
Managing Director - Financial Planning
RC
Rob Cordeau
Managing Director - Wealth Management

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BM
Ba Minuzzi
Founder & CEO
Umana
PM
Prtima MISHRA1
Software Engineer
PA TEST