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

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