Deena Katz, CFP®
Associate Professor, Personal Financial Planning Division
Texas Tech University
Ms. Katz is an Associate Professor in the Personal Financial Planning Division at Texas Tech University, in Lubbock, Texas. She is also a founding partner of Evensky & Katz, a wealth management firm, located in Coral Gables, Florida. She is an internationally recognized financial advisor and practice management expert and the author of seven books on financial planning and practice management topics.
Ms. Katz was one of the first advisors named as Financial Planning Magazine’s “Movers and Shakers” for 2001and 2008, as well as one of Accounting Today’s Top Ten Names to Know in Financial Planning, in 2001 and 2002. She has been on the Investment Advisor’s Most Influential People in the Industry for the past five out of six years.
Ms. Katz is on the National Board of Directors of the Financial Planning Association, immediate past member of the Board of Trustees for the Foundation for Financial Planning, and for the past two years, served as an advisor to the Comptroller of the State of Texas on their college funding plans. In 2009, Ms. Katz testified before the Senate Committee on Aging regarding “Boomer Bust: Securing Retirement in a Volatile Economy.”