Texas Tech University

Harold Evensky, CFP®

Professor of Practice
Personal Financial Planning

Email: Harold@Evensky.com

Phone: (806) 392-2525

Office: HS 234B

Spring 2017 Office Hours:
Friday: 1 pm - 3 pm
By appointment.


Harold Evensky


Chairman, Evensky & Katz Wealth Management (30+ years)

Leadership / Awards Texas Tech University
Former Chairperson CFP Board of Governors, Board of Examiners, Board of Appeals, International CFP Council, TIAA-CREF Institute Investment Advisory Board, Board member IAFP National Board, FPA Heart of Financial Planning

Research Interests

Behavioral finance issues in financial planning; Educational requirements for PFP graduates; Portfolio design in low return environment; Retirement income design; Risk tolerance evaluation; Capital needs analysis

Recent Publications

Journal of Financial Planning Research Columnist; JFSP (with David Cordell), “Financial Planning Research: Recent Academic Articles That Are Relevant To Practitioners;” Journal of Financial Planning (with John Salter & Shaun Pfeiffer) Standby Reverse Mortgages: A New Cash Management Tool for Financial Advisors;”  Journal of Investing (with Shaun Pfeiffer) “Modern Fool's Gold: Alpha in Recessions;” upcoming Journal of Financial Planning (with John Salter & Shaun Pfeiffer), “The Benefits of a Cash Reserve Strategy in Retirement Distribution Planning.”