Deena B. Katz (Born February 12, 1950[1]) 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.
Katz graduated from Adrian College with a Bachelor’s Degree in English & Education in 1972,[2] later becoming an associate professor for the college.
She later worked as an English teacher[3] 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.[4] (The firm became Evensky & Katz in 2004, after the retirement of Peter Brown.)
She was awarded a Doctorate of Humane Letters (honoris causa) in 2001.[5]
Katz has two children and several grandchildren through her marriage to Harold Evensky.
Katz has made a number of personal appearances to organizations and has been a guest speaker at sponsored events in several countries, including Australia, Canada, Japan, England, India, Ireland, Singapore, New Zealand, Malaysia, and South Africa.[5]
Katz was named one of Financial Planning Magazine's 5 Most Influential People in the Planning Profession in 2001 and 2008.[5] She is the only person in the history of the list to be selected twice.
Ms. Katz was selected as one of Investment Advisor's 25 Most Influential People in the Financial Planning Industry in 2003, 2004, 2006, 2007, and 2008.[6]
She has also been named one of Medical Economics' 150 Best Financial Advisers for Doctors three times.[6]
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.[7] She has also contributed to the Wall Street Journal, ABC, PBS, CBS, and CNBC-Asia[3]
In 2001, Ms. Katz was named a Mover and Shaker by Financial Planning Magazine.[3] She has also been featured in numerous articles in industry publications.
Katz was the first female Director of a United States Rotary Club.[5]
Katz has written nine books, including "Retirement Income Redesigned," "Investment Think Tank," and "Deena Katz on Practice Management".[6]
She has also been quoted as nationally recognized expert in several elite publications, including: AARP Magazine, Barron's, The Boston Globe, Business Week, Consumer Reports, Forbes Magazine, Fortune Magazine, Newsweek, The New York Times, The New York Post, The Wall Street Journal, USA Today, and Worth Magazine.[6]
In 2008, she was named to Investment Advisor magazine's IA 25, the list of the 25 most influential people in and around the investment advisory business. [8]