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

JW
Jessica Wunder
Principal, Wealth Management
PF
Paula Friedman
Managing Principal and CEO
Profile Photo
Dean Umemoto
Founding Principal, Managing Principal and President
Profile Photo
Jonathan Marcellino
Investment Associate & Associate Planner

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Dennis Hanson
Principal
Jamison Hanson