Harold Evensky

Harold Evensky, co-founder and chairman of Evensky & Katz Foldes Financial, is a financial planning pioneer with decades in goals-based wealth management. He shares insights from the early days of starting an RIA and competing against mega wirehouses. The discussion covers his innovative marketing strategies, including seminars and media engagement to build credibility. He reflects on the evolution of the industry, the importance of education, and how financial planning can gain public recognition as a profession. Evensky also talks about creating the CFP exam and his thoughts on fiduciary responsibilities.