May 6, 2010
Written by Megan Robare
Two Texas Tech professors were listed in Investment Advisor magazine’s Thirty for Thirty most influential financial planners.
Harold Evensky, president and CEO of Evensky & Katz Wealth Management, and Deena Katz, chairman of Evensky & Katz, were listed as two of the top 30 individuals dedicated to their profession for the past 30 years.
Evensky, adjunct professor in the College of Human Sciences, served as vice president of investments with major investment banking firms prior to forming his own company. He received his bachelor’s and master’s degree from Cornell University.
He has been recognized by Worth as one of the Top 100 wealth managers for five consecutive years. In 2006 he received the Skip Viragh Award for industry excellence.
“I am complimented and humbled to once again be recognized by Investment Advisor and to see my name linked with so many extraordinary individuals who have contributed to the development of my profession of financial planning,” Evensky said.
Katz, associate professor in the Division of Personal Financial Planning in the College of Human Sciences, was one of the first advisers named as Financial Planning magazine’s Movers and Shakers for 2001.
In 2001 and 2002, she was one of Accounting Today’s Top Ten Names to Know in Financial Planning. She now mentors the next generation of advisers as a professor at Texas Tech.
“I am once again humbled to be among so many prominent names in our field, and equally honored to be recognized for a profession that I love,” Katz said.
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.Twitter
Sponsored by Charles Schwab Foundation, the first-of-its-kind program features curriculum from college students, professors and independent financial advisers.Twitter