May 1, 2007
Written by Cory Chandler
A Texas Tech University faculty member is among the 25 most influential people in
the personal financial planning industry, according to one of the leading magazines
for independent investment advisors and financial planners.
Deena Katz, advisor and associate professor of personal financial planning in Texas Tech’s Department of Applied Professional Studies, was chosen for the IA 25 – an annual list published each May by Investment Advisor magazine. This was the fourth time Katz made the IA 25 in the five years Investment Advisor has been publishing the list.
Picked by the magazine’s editors, Katz and her peers "stand out not only for their influence today but for the impact they will have in the near future in defining the issues and forming solutions for the independent advisory profession," said editor-in-chief James J. Green.
Katz is chairman of Miami-based wealth management firm Evensky & Katz. She joined Texas Tech in January 2006 and recently entered the tenure track; she teaches both graduate and undergraduate courses and leads the internship program.
"Deena Katz has been a leader of the financial planning community for years, but now she’s helping tackle what’s looming as the single biggest issue for practitioners: Preparing well-trained young people to realistically contribute to the formation of a profession that will make a big difference in the lives of millions for years to come," Green said.
Katz originally was trained as an educator and said she entered academia to help prepare future generations of financial planners to carry the fledgling industry. Financial planning has existed little more than three decades, and Katz believes the current crop of advisors must make a commitment to ensuring that educational programs meet industry needs.
"It’s time for the first-generation pioneers to think about how we are going to prepare this next generation to apply the technical skills they receive, ensuring that they are skilled at communicating and synthesizing complicated information for the public," she said. "The next phase of this industry begins in sound academia."
The magazine’s coverage of the IA 25 can be found at: http://www.investmentadvisor.com/article.php?article=7633.
CONTACT: Deena Katz, associate professor, Applied and Professional Studies, Texas Tech University, (806) 742-3031, or firstname.lastname@example.org.