Last Updated 06.08.14

Here is a bio.  It's in the third person because I'm lazy and this is the text I use when someone requests a bio...


David M. Blanchett is the head of retirement research for Morningstar Investment Management.  In this role, he works to enhance the group’s consulting and investment services.  He 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.  Prior to joining Morningstar, he was the Director of Consulting and Investment Research for the Retirement Plan Consulting Group at Unified Trust Company.

His research has been published in a variety of academic and industry journals and has been featured in media publications such as InvestmentNews, Kiplinger’s, Marketwatch, Money Magazine, PLANSPONSOR magazine, and the Wall Street Journal.  His research won the Journal of Financial Planning’s 2007 Financial Frontiers Award, the Retirement Income Industry Association’s 2012 Thought Leadership Award, and the Journal of Financial Planning’s 2014 Montgomery-Warschauer Award.  In 2014 Money Magazine named him one of the five brightest minds in retirement.  He is a RetireMentor for MarketWatch and an Expert panelist for the Wall Street Journal.  

Blanchett currently holds the following professional designations or certifications: Certified Financial PlannerTM (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary AnalystTM (AIFA®), and he is a Chartered Financial Analyst (CFA) charterholder.  He holds a bachelor’s degree in finance and economics from the University of Kentucky, a master‘s degree in financial services from the American College, and a master’s degree in business administration from the University of Chicago Booth School of Business.  He currently is taking classes toward a doctorate in personal financial planning at Texas Tech University.