Deena Katz, CFP®

About

Experience
Deena B Katz CFP® is a Professor Emeritus in the School of Financial Planning at Texas Tech University. Her research and academic interest stem from over 35 years experience as a Wealth Manager and Business Consultant in the financial services industry.

Leadership / Awards Texas Tech University
Investment Advisor Magazine 25 Most Influential People in the Financial Planning Industry, May 2003, 2004, 2006, 2007, 2008, 2009; Investment Advisor Magazine, "Thirty for Thirty: Top 30 People who have Influenced the Industry in the Past Thirty Years, 2010; "The One Thing…" Financial Advisory Industry's Top Coaches, Consultants and Industry Insiders", 2005; Medical Economics 150 Best Financial Advisers for Doctors, 2001-2003; Accounting Today, Top Ten Names to Know in Financial Planning, 2001; Financial Planning Magazine's Most Influential People (1of 5) in the Planning Profession, 2001; Accounting Today Top Influential People, 1999, 2000, 2002, 2003; Accounting Today Top 100 Most Influential People, 1998; Mutual Funds Magazine Top Planners Award, 2001-2002; Worth Magazine's Best Financial Advisers, 1996, 1997, 2001, 2002; Worth Magazine's Top 60 Financial Planners, 1994; AICPA- Planner's Award in Excellence, 1993; Adrian College Young Alumni Achievement Award,1993

Recent Publications
Deena Katz's Complete Guide to Practice Management, Bloomberg Press, 2011. Editor, Retirement Income Redesigned, Bloomberg, 2006. Editor, Investment Think Tank, Bloomberg, 2004. Deena Katz's Tools and Templates for Financial Advisers, Bloomberg, 2001. Deena Katz on Practice Management, Bloomberg Press, 1999.

 

Research Interests

Experiential Learning, Attitudes and Expectations of Internship experiences, Behavioral Finance practice in a financial planning environment.

Classes Taught

Personal Financial Planning for Professionals (PFP 2315), Professional Practices in Personal Financial Planning (PFP 3398), Professional Field Experience (PFP 3210), Personal Financial Planning Capstone (PFP 4370), Professional Practices in Personal Financial Planning (PFP 5798), Introduction to Personal Financial Planning (PFP 5371) Sales, Marketing and Products (PFP5367), Business Practices and Entrepreneurship in PFP (5379), Internship in Personal Financial Planning (PFP 3399 and PFP5399.)