Mar 2, 2010
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.
tags : Texas Tech in the News