Texas Tech Professors Named to 35 For 35 List

Texas Tech University personal financial planning professors Harold Evensky and Deena Katz were named to the Investment Advisor’s 35 for 35 list, which recognizes people who have been influential in the independent financial advice industry. The list also includes billionaire investor Warren Buffett and former Federal Reserve chairman Ben Bernanke.

The business partners, also husband and wife, were recognized for their work as wealth managers and planners as well as their teaching and research in Texas Tech’s nationally recognized Department of Personal Financial Planning.

Evensky is a professor of practice, chairman of Evensky & Katz/Foldes Financial Wealth Management and has served on the boards of the CFP Board of Governors, the International CFP Council and TIAA-CREF Institute Investment Advisory Board. He was also a member of the Committee for the Fiduciary Standard and supported President Obama’s recent push to require all retirement advisers to follow the fiduciary standard, in which members put their clients’ financial interests before their own.

“For the magazine’s 35^th 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.”

Katz is an associate professor and co-chairman of Evensky & Katz/Foldes Financial. She has been named to Accounting Today’s Top Ten Names to Know in Financial Planning and Financial Planning Magazine’s Most Influential People in the Planning Profession. She has published 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 her husband 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,” Katz said.