Ms. Katz is an Associate Professor in the Department of Personal Financial Planning 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 topic. She writes a regular column for Financial Planning magazine called, Profitable Practice.\nIn 2010, Ms. Katz was named as Investment Advisors Thirty-Thirty, honoring thirty people who over the past thirty years have significantly contributed to the advancement of the planning profession. She was one of the first advisors named as Financial Planning magazines Movers and Shakers for 2001and 2008, as well as one of Accounting Todays Top Ten Names to Know in Financial Planning, in 2001 and 2002. She has consistently been on the Investment Advisors Most Influential People in the Industry.\nMs. Katz is a past member of the National Board of Directors of the Financial Planning Association, is past member of the Board of Trustees for the Foundation for Financial Planning, and for 2009-10 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.
Like what you see? Make sure you're getting it all
Independent and authoritative analysis and perspective for every segment of the payments industry