Harold Evensky

Mr. Harold Evensky

Evensky & Katz/Foldes Financial
1001 Main Street Suite 400
Lubbock , TX 79401
Office: 806-392-2525

Introduction

I am founder and Chairman of Evensky & Katz, a 30 year RIA firm $1.5+ billion. I am also a Professor of Practice in Financial Planning at Texas Tech University. I served as Chairman of the CFP Board of Governors and the International CFP Council and have authored a number of professional books including Wealth Management (McGraw Hill) and the New Wealth Management (Wiley). I have served as a NASD arbitrator and an expert witness for over two decades. My area of testimony focuses on investment suitability and fiduciary responsibilities and issues related to portfolio design, implementation and retirement planning.


Areas of Expertise

  • Annuities
  • Employment & Vocational
  • Financial Planning
  • Pensions
  • Securities
  • Stocks & Bonds

References

References upon request.