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Justin Fitzpatrick, PhD, CFA, CFP - President and Co-Founder of Income Lab
Justin Fitzpatrick, PhD, CFA, CFP

Justin Fitzpatrick is President and Co-Founder of Income Lab, retirement income planning software used by thousands of financial advisors. He developed the guardrails-based approach to retirement income distribution after a decade in financial services at Jackson and seven years in academia at MIT, Harvard, and UCLA. His research on adjustment-based planning has been published on Kitces.com, ThinkAdvisor, AdvisorPerspectives, and FinancialPlanning Magazine.

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Bringing Retirement Strategies To Life: Using Historical Market Visualizations To Drive Client Understanding And Belief In Retirement Plans → The Worst Time in History to Retire had a 7.5% Withdrawal Rate?!? → “Using Income Lab with Your Tech Stack” Panel webinar featuring: Derek Tharp, PhD, CFP®, CLU®, RICP® Jonathan A. Murdock, CFP®, CPWA® Keith Spencer, CFP® → Behavior-Focused Retirement Planning →

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