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.
“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.