Deena Katz

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Deena B. Katz (Born February 12, 1950The Miami Herald, Page A22, 12 February 1990) is an American Certified Financial Planner, author, and president of the Miami, FL investment firm Evensky & Katz. She also serves as a Practitioner in Residence at Texas Tech University.

Biography

Katz graduated from Adrian College with a Bachelor’s Degree in English & Education in 1972http://www.rightonthemoney.org/experts/katz.html RightontheMoney.com, later becoming an associate professor for the college.

She later worked as an English teacherhttp://www.investmentadvisor.com/issues/2004_01/cover_story/2664-1.html Investment Advisor 01-2004 before developing a financial practice. In 1990, she moved to Miami, merging her practice with those of Harold Evensky and Peter Brown to form Evensky, Brown & Katz, where she continues to serve as President.http://EvenskyKatz.com/default.asp?P=332281 EvenskyKatz.com:Know Your CFP's (The firm became Evensky & Katz in 2004, after the retirement of Peter Brown.)

She earned a Doctorate of Humane Letters in 2001http://www.fpanet.org/business_solutions/Conference-Speaker-Bios.cfm fpanet.org.

Katz has two children and several grandchildren through her marriage to Evensky.

Financial Planning

Katz has made a number of personal appearances to organizations and has been a guest speaker at sponsored events in serveral countries.http://www.fpanet.org/business_solutions/Conference-Speaker-Bios.cfm fpanet.org

She is the author or co-editor of several books relating to financial planning, has written for several trade publications and was the first female Editor-in-Chief of the trade publication Journal of Retirement Planning[4][http://www.fpanet.org/business_solutions/Conference-Speaker-Bios.cfm fpanet.org. She has also contributed to the Wall Street Journal, ABC, PBS, CBS, and CNBC-Asiahttp://www.investmentadvisor.com/issues/2004_01/cover_story/2664-1.html Investment Advisor 01-2004

In 2001, Ms. Katz was named a Mover and Shaker by Financial Planning Magazinehttp://www.investmentadvisor.com/issues/2004_01/cover_story/2664-1.html Investment Advisor 01-2004. She has also been featured in numerous articles in industry publications.

Katz was the first first female Director of the United States Rotary Club.http://www.fpanet.org/business_solutions/Conference-Speaker-Bios.cfm fpanet.org

References

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