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Dr. Wade D. Pfau, CFA®

Professor of Retirement Income

Dr. Wade D. Pfau, CFA®, is a Professor of Retirement Income in the PhD in Financial and Retirement Planning program at The American College of Financial Services. He is also a contributor to the The College’s Retirement Income Certified Professional® (RICP®) designation program curriculum.

Dr. Pfau is a co-editor of the Journal of Personal Finance. He has spoken at the 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 Economist, The New York Times, The Wall Street Journal, and Money Magazine.

Posts by Dr. Wade D. Pfau, CFA®
Retirement

Advisors and Clients Need to Find their Retirement Income Style

Within the world of retirement income planning, the siloed nature of financial services between investments and insurance leads to two opposing philosophies about how to build a...

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Retirement

The 4 Percent Rule Overlooks 5 Critical Details

Since William Bengen's original study in the October 1994 Journal of Financial Planning titled "Determining Withdrawal Rates Using Historical Data," the four percent safe...

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The American College of Financial Services is a nonprofit educational institution and does not provide tax, legal, investment or accounting advice. The content above is for educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, investment or accounting advice.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.