Financial planning thought-leader Harold Evensky has been named recipient of the 2018 P. Kemp Fain Jr. award by the Financial Planning Association, FPA announced Wednesday.
The award, the highest individual award presented by FPA, recognizes an individual who has made significant contributions to the advancement of the financial planning profession and has realized outstanding achievements in the areas of service to society, academia, government and professional activities.
Evensky is chairman and principal of Evensky & Katz/Foldes Financial Wealth Management in Miami, Fla. and Lubbock, Texas, and is Professor of Practice at Texas Tech University. He has served as chair of the Certified Financial Planner Board of Standards Inc. and the International CFP Council. He has also served on the CFP Board of Examinations and the CFP Board’s Appeals Committee.
Evensky also served on the TIAA-CREF Institute Advisor Advisory Board, International Association of Financial Planners (IAFP) Board, Charles Schwab Institutional Advisory Board and Council, and Editorial Advisory Board for the Journal of Financial Planning and the Journal of Retirement.
In the past, the industry leader has received FPA’s Heart of Financial Planning Award, Investments & Wealth Institute J. Richard Joyner Wealth Management Impact Award, Bob Veres’ Insider’s Forum Leaders Award, Charles Schwab IMPACT Award, and Dow Jones Investment Advisor Portfolio Management Award for Lifetime Achievement.
An internationally-recognized speaker on investment and financial planning issues, Evensky is author of Wealth Management, co-author of The New Wealth Management, and co-editor of the Investment Think Tank, Theory, Strategy and Practice for Advisers and Retirement Income