Harold Evensky CFP®
President
Evensky & Katz
Harold Evensky, CFP®, is President of Evensky & Katz a fee only financial advisory firm based in Coral Gables, Florida. Mr. Evensky received his Bachelors and Masters degrees from Cornell University.
He has served as Chair of the TIAA-CREF Institute Advisory Board, the International CFP Council, the CFP Board of Governors, the Board of Examiners, and as a member of the National Board of the IAFP and the Charles Schwab Institutional Advisory Board and Council. He is an Adjunct Graduate Professor at Texas Tech University, the Research Columnist for the Journal of Financial Planning, a contributing writer for Financial Advisor Magazine and a member of the Editorial Review Board of the Journal of Financial Planning.
Mr. Evensky is an internationally recognized speaker on investment and financial planning issues. In addition, he has written for and is quoted frequently in the national press, and is the author of Wealth Management (McGraw-Hill) and co-editor of The Investment Think Tank, Theory, Strategy, and Practice for Advisers (Bloomberg) and Retirement Income Redesigned - Master Plans for Distribution (Bloomberg).