Advisors

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)

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

Experience: Deena B Katz CFP® is an Associate Professor in the Division of Personal Financial Planning at Texas Tech University. Her research and academic interest stem from over 28 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; “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: 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.

Dr. John Salter, CFP^®, AIFA^®

Classes Taught: Retirement Planning (PFP 3374), Asset Management II (PFP 4376), Capstone (PFP 4370), Professional Field Experience (PFP 3210/5210).

Research Interest: Dr. Salter is currently researching the role of reverse mortgages in retirement distribution and cash management. His past research, which he still works on with colleagues, included the benefits of both retirement income planning and utilization of financial advisors. He has also worked with colleagues on research involving the transition of students into the financial planning profession.

Experience: Dr. Salter has been on the Texas Tech faculty since 2006. During this time he has taught numerous courses in the program and has been heavily involved in the administration of the program. Dr. Salter also serves as a wealth management consultant for Evensky & Katz Wealth Management in their Lubbock office. He is a Certified Financial Planner® and an Accredited Investment Fiduciary Analyst®. Dr. Salter received his PhD in Consumer Economics with a specialization in Personal Financial Planning from our own Personal Financial Planning program, and has also earned an MS in Personal Financial Planning, MBA, and BS in Chemical Engineering.

Leadership / Awards Texas Tech University: Dr. Salter served as director of the Division of Personal Financial Planning prior to the Division’s transition to a department and currently as the director of undergraduate programs. He has been recognized for his teaching and service multiple times in his career at Texas Tech. Dr. Salter also served as president and chairman of the Financial Planning Association’s West Texas chapter.

Recent Publications: Salter, Harness, & Chatterjee, Value of financial advisors to retirees, Journal of Financial Services Professionals (2011).

Chatterjee, Salter, & Harness, Financial confidence among retirees: The role of financial advice and planning duration, Economics Bulletin (2011).

Salter, Harness & Chatterjee, How retirees pay for current and future long-term care expenses, Journal of Financial Services Professionals (2011). Salter, Harness, & Chatterjee, Utilization of financial advisors by affluent retirees, Financial Services Review (2010)