Texas Tech University

PFP Professors Join Buffett, Bernanke on Investment Advisor’s 35 for 35 List

Heidi Toth

May 21, 2015

Deena Katz and Harold Evensky have been recognized numerous times for their contributions to the financial services industry.

Katz & Evensky
Deena Katz and Harold Evensky

Texas Tech University personal financial planning professors Harold Evensky and Deena Katz, who for more than 30 years have been business partners as well as husband and wife, were named to Investment Advisor's 35 for 35 list, which recognizes people who have been influential in the independent financial advice industry and includes billionaire investor Warren Buffett and former Federal Reserve chairman Ben Bernanke.

The recognition was an acknowledgement to what the pair has brought to the industry, both through their work as wealth managers and planners and their research and teaching in Texas Tech's nationally known Department of Personal Financial Planning.

“For the magazine's 35th anniversary year, we wanted to look back at the people who made the industry what it is today and increased our list to 35 advisors, regulators, researchers and pioneers,” said Danielle Andrus, executive managing editor for Investment Advisor. “Harold Evensky and Deena Katz have appeared on our list many times, and we chose to include them once again for their early adoption of the fee-only model, for their wisdom and for their continued dedication to educating the next generation of advisers.”

Evensky, a professor of practice and chairman of Evensky & Katz/Foldes Financial Wealth Management, has been on numerous boards, including the CFP Board of Governors, the International CFP Council and TIAA-CREF Institute Investment Advisory Board. He was a member of the Committee for the Fiduciary Standard and strongly supported President Obama's recent push to require all retirement advisers be held to the fiduciary standard, which requires them to put their clients' financial interests before their own.

“I would say it's luck and passion,” he said. “We were both lucky enough to start when this profession was truly in its infancy. We've been involved forever, and it's become our passion.”

Katz, an associate professor and co-chairman of Evensky & Katz/Foldes Financial, is frequently named on lists of people who have influenced the financial services industry, including Accounting Today's Top Ten Names to Know in Financial Planning and Financial Planning Magazine's Most Influential People in the Planning Profession. 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.”

“Harold and I have always been visionaries, dedicated to helping the industry grow and thrive as a profession,” she said.

Both Evenksy and Katz were profiled in ThinkAdvisor.

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