Michael Finke
Michael Finke is a nationally recognized expert in wealth management, retirement income planning, and financial decision-making. He is a Professor of Wealth Management and holds the Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services, where he conducts research and teaches the next generation of financial professionals. Finke is also the Co-Founder of IncomePath, a specialized retirement income planning software and methodology designed to help advisors and retirees build sustainable income strategies. His research focuses on retirement spending, life satisfaction, cognitive aging, the value of financial advice, financial planning regulation, and individual investor behavior. He has published more than 50 peer-reviewed academic articles and is widely regarded as a leading authority in retirement research and applied financial planning. A highly respected educator, Finke has received numerous teaching awards across a broad range of financial planning disciplines, from undergraduate personal finance to doctoral-level research methods. Prior to joining The American College of Financial Services, he served as Professor and PhD Coordinator in the Department of Personal Financial Planning at Texas Tech University and as Director of Graduate Studies at the University of Missouri.
Michael Finke Professional Experience / Academic History
Professional Experience
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Professor of Wealth Management and the Frank M. Engle Distinguished Chair in Economic Security
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Professor and Ph.D. Coordinator
Academic History
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Ph.D., Finance
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Ph.D., Consumer Economics
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M.S., Family Resource Management
PUBLICATIONS & THOUGHT LEADERSHIP
Michael Finke is a recognized leader in retirement research and financial security.
He directs the O. Alfred Granum Center for Financial Security at The American College of Financial Services and serves as a Research Fellow at the Retirement Income Institute.
Finke is an active contributor to industry policy and research initiatives as a member of the Defined Contribution Institutional Investment Association Academic Advisory Council and as a Trustee of the Pension Reserve Trust of Puerto Rico.
He has authored more than 50 peer-reviewed academic articles and is frequently cited in leading national media outlets, including The Wall Street Journal, The New York Times, Time, and Money Magazine.
In addition to academic research, Finke has contributed to white papers and applied research projects for major financial institutions and industry organizations such as MetLife, Northwestern Mutual, OneAmerica, the Society of Actuaries, and TIAA.
A sought-after speaker, Finke regularly presents at academic forums and financial services conferences, where he shares insights on retirement income planning, income strategies, and the financial challenges associated with aging.
He is widely regarded as one of the foremost experts in retirement income strategy and long-term financial security.
HONORS & RECOGNITIONS
2017 CFP Board Center for Financial Planning Best Paper Award
2013 Investment Advisor IA25
2012 Investment News Power 20
2011 Academic Thought Leadership Award
2010 Winner, iOMe National Retirement Challenge
2010 Best Paper Award, Academy of Financial Services
2008 Distinguished Research Award, College of Human Sciences
2007 Teacher of the Year Award, Texas Tech Personal Financial Planning Association
2006 Association for Financial Counseling and Planning Education Outstanding Journal Article award
2005 American Council on Consumer Interests CFP Board Financial Planning Research Award