David Blanchett, Ph.D., CFA, CFP®, AIFA, Retirement Research and Income Planning Expert

Meet David Blanchett, Ph.D. CFA, CFP®, AIFA, Retirement Research and Income Planning Expert

Experience, Recognition, Background

David Blanchett, CFA, CFP®, AIFA, is the head of retirement research for Morningstar Investment Management. He works to enhance the group’s consulting and investment services. David conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement plans and he serves as the Chairman of the Advice Methodologies Investment subcommittee.

David Blanchett's Retirement Expertise

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David’s research has been published in a variety of academic and industry journals and has been featured in a variety of media publications. In 2014 Money Magazine named him one of the five brightest minds in retirement and in 2014 Investment News included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry.

He is part of group of retirement thought leaders – truly a breath of fresh air – along with Wade Pfau, Michael Finke and others, who challenge us to go beyond targeting 80% replacement rates, traditional retirement portfolio asset allocations, inflation-adjusted systematic withdrawals of 4% and probabilities of success or failure.

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"Excellent balance of theory and pragmatic approach to overall allocations."

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