Katz Named a Woman to Watch in Financial Planning by InvestmentNews

Her leadership in financial planning, particularly in helping female clients and other female planners, earned her the recognition.

Deena Katz

Deena Katz

Deena Katz, an associate professor in the Department of Personal Financial Planning at Texas Tech University, has been named to the InvestmentNews Women to Watch list. She was one of 20 chosen from more than 400 candidates nationwide.

The award recognizes women who have made an impact on the industry through their success, leadership, willingness to share their expertise and contributions to the community.

“I am very honored to receive this award, but I know there are hundreds more women in this profession who deserve recognition as well,” Katz said. “Women planners have a huge impact on their clients’ lives every single day. I applaud all of us for the work we do.”

In their profile, InvestmentNews highlighted how Katz jumped into financial planning in the 1970s focusing on female clients and offering a fee-only service, meaning her income came only from fees, not from the sale of products. This model, which was unheard-of at the time, gave her clients greater trust in her because she wasn’t trying to sell them on a particular product.

Katz & Evensky

Katz and husband Harold Evensky

“Is it really any surprise Deena Katz turned up on our inaugural Women to Watch list?” asked Frederick Gabriel Jr., editor of InvestmentNews. “Deena has been a woman worth watching for a long time. Not only has she had a lasting impact on the industry, but she is a great role model for young women entering the profession. I’m proud that InvestmentNews is able to honor Deena for all she’s done, and continues to do, for the financial advice industry.”

Katz was named to the Investment Advisor 35 for 35 list in 2015 as well as Accounting Today’s Top Ten Names to Know in Financial Planning and Financial Planning Magazine’s Most Influential People in the Planning Profession. She and her husband, professor of practice Harold Evensky, co-founded Evensky & Katz Wealth Management, now Evensky & Katz/Foldes Financial Wealth Management in Miami.

She authored “Deena Katz’s Complete Guide to Practice Management,” “Deena Katz’s Tools and Templates for Financial Advisers” and “Deena Katz on Practice Management.” She and Evensky were editors of “Retirement Income Redesigned” and “Investment Think Tank.”

Katz will receive the award at the Women to Watch Awards Luncheon and Leadership Workshop on March 16 in New York City.

Department of Personal Financial Planning

Division of Personal Financial Planning

The Department of Personal Financial Planning in the College of Human Sciences educates students on the need to focus financial knowledge on families and the achievement of their goals.

Undergraduate and graduate degree programs in personal financial planning are registered by the CFP Board. Students graduating from a CFP Board-Registered Program are eligible to sit for the CFP® Certification Examination.

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College of Human Sciences

The College of Human Sciences at Texas Tech University provides multidisciplinary education, research and service focused on individuals, families and their environments for the purpose of improving and enhancing the human condition.

The college offers a Bachelor of Science degree with disciplines in:

  • Apparel Design and Manufacturing
  • Community, Family, and Addiction Services
  • Early Childhood
  • Family and Consumer Sciences
  • Human Development and Family Studies
  • Interior Design
  • Nutritional Sciences
  • Personal Financial Planning
  • Restaurant, Hotel, and Institutional Management
  • Retailing

The college also offers graduate programs leading to the Master of Science and Doctor of Philosophy degrees.

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