Speaker Details

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Deena Katz


Evensky & Katz


Deena Katz is an associate professor in the personal financial planning division at Texas Tech University in Lubbock, Texas, and co-chairman of Evensky & Katz/Foldes Financial Wealth Management. As an internationally recognized financial advisor and practice management expert, Ms. Katz has been called upon by global financial services organizations to speak at international financial forums held in various locations including Australia, Canada, Japan, England, India, Ireland, Singapore, New Zealand, Malaysia, and South Africa. She has written six books on financial planning and practice management topics, served as editor-in-chief of the Journal of Retirement Planning, and has been a contributing writer for Financial Advisor, Investment Advisor, Financial Planning magazine, and National Underwriter. She was one of the first advisors named as Financial Planning magazine's "Movers and Shakers" for 2001, as well as one of the Accounting Today's "Top" Ten Names to Know in Financial Planning in 2001 and 2002. Ms. Katz has been on the Investment Advisor's "Most Influential People in the Industry" for the past five out of six years, including the current one. She has been included on Worth magazine's list of top financial advisors numerous times. Ms. Katz was the first woman member of Rotary/One, Chicago, as well as the first woman to serve as a director of the United States Rotary Club. Ms. Katz is on the Board of Trustees for the Foundation for Financial Planning, is a member of the Advisory Board for Fidelity Research, and currently serves as an advisor to the comptroller of the State of Texas . She received her Bachelor's and Doctorate of humane letters from Adrian College, where she was the recipient of the Young Alumni Achievement Award.