Dr. Wade Pfau Honored in Investment Advisor’s List of 25 Most Influential People


McLean Asset Management Corporation Congratulates Dr. Wade Pfau for Being Named to the 2014 IA 25 List

MCLEAN, VA, May 08, 2014 — Investment Advisor, a leading publication for independent investment advisors and financial planners, has named Dr. Wade Pfau to its 12th Annual “IA 25: The 25 Most Influential People in and around the Financial Advisor Community”. The honorees were selected by the editors for the impact their decisions, intellectual capital, guidance, and example will have on how advisors run their businesses and invest their clients’ money.

Dr. Pfau serves as the Director of Retirement Research at McLean Asset Management Corporation (“McLean”). Other distinguished notables on the IA 25 List include Secretary of Labor Thomas Perez, Federal Reserve Chairman Janet Yellen, and Chair of the Securities and Exchange Commission Mary Jo White.

“We are thrilled to have, within McLean, Wade’s groundbreaking work influencing how our clients distribute their retirement assets from an investment portfolio. With pensions a thing of the past, our clients rely on us to implement optimal distribution strategies for them,” said Dean Umemoto, Managing Principal of McLean. “It is with great pleasure that we see Wade’s work recognized by his peers and gaining significant momentum with advisors and clients.”

“McLean affords me the opportunity to implement my research into practical application,” said Dr. Pfau. As the Investment Advisor article states, Dr. Pfau’s name first came into the spotlight in 2011 with a research paper entitled, “Safe Savings Rate: A New Approach to Retirement Planning over the Life Cycle”.

View the full list and article at: http://www.thinkadvisor.com/2014/04/28/the-ia-25-for-2014?ref=hp

Celebrating its 30th year, McLean Asset Management Corporation provides comprehensive wealth management services with a specialization in retirement income distribution and wealth accumulation. McLean expands beyond the standard level of financial advice by incorporating investment portfolios based on Nobel Prize-winning research and empirically driven financial planning best practices into a singular strategy to best address client needs and goals.

For additional information, please visit www.mcleanam.com.

Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results.  Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.


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