Clark at Large: Hope and Change
March 2, 2010
By: Investment Advisor
To get just such a perspective, I caught up with Harold Evensky, who at present is
in Lubbock, Texas, nursing his wife Deena Katz’s recovery from successful knee reconstruction
surgery. As many of you know, Harold is one of the eminences grise of the independent
advisory world: a former chair of the IAFP and of the CFP Board, he now practices
(almost) quietly with Deena in Coral Gables, and in their recently opened office in
Lubbock (they both are also professors in the financial planning program at Texas
Tech University). He’s also kept up on the reregulation debate as a member of the
board of the Committee for The Fiduciary Standard, participating in meetings too numerous
to count in Washington, D.C. over the past year.
To get just such a perspective, I caught up with Harold Evensky, who at present is
in Lubbock, Texas, nursing his wife Deena Katz’s recovery from successful knee reconstruction
surgery. As many of you know, Harold is one of the eminences grise of the independent
advisory world: a former chair of the IAFP and of the CFP Board, he now practices
(almost) quietly with Deena in Coral Gables, and in their recently opened office in
Lubbock (they both are also professors in the financial planning program at Texas
Tech University). He’s also kept up on the reregulation debate as a member of the
board of the Committee for The Fiduciary Standard, participating in meetings too numerous
to count in Washington, D.C. over the past year.
To get just such a perspective, I caught up with Harold Evensky, who at present is
in Lubbock, Texas, nursing his wife Deena Katz’s recovery from successful knee reconstruction
surgery. As many of you know, Harold is one of the eminences grise of the independent
advisory world: a former chair of the IAFP and of the CFP Board, he now practices
(almost) quietly with Deena in Coral Gables, and in their recently opened office in
Lubbock (they both are also professors in the financial planning program at Texas
Tech University). He’s also kept up on the reregulation debate as a member of the
board of the Committee for The Fiduciary Standard, participating in meetings too numerous
to count in Washington, D.C. over the past year.
Read the rest of the story at Investment Advisor