Evensky and Katz are consultants to PIEtech. We first met Harold and Deena in 1995 as we were seeking in-depth
consulting on financial planning processes and practices. It was quickly apparent that we shared a common set of values
as well as similar perspectives of what is important in financial planning products and services.
They are successful and nationally well-respected. Their knowledge, experience and philosophy are reflected
throughout MoneyGuidePro.
"I've had the privilege of serving as the financial
planning consultant for PIEtech for almost
a decade. Admittedly I'm biased, but I believe the
results of our collaboration are reflected in
the finest financial planning software available in
the world today." Harold R. Evensky, CFP®, AIF®
President
Evensky & Katz
Biography
"It's rare to find Financial Planning software that has
analytic integrity and sophistication while remaining
practical and easy-to-use. PIE has successfully created
exactly that with MoneyGuidePro. I can trust it; my
clients can understand it. I like that." Deena Katz, CFP®
Chairman
Evensky & Katz
Biography
Awards & Recognition Worth Magazine:
Top 100 Advisors
2003, 2004, 2005, 2006
Accounting Today:
Top 10 Names to Know Medical Economics:
150 Top Planners for Doctors Investment Advisor Magazine:
The 25 Most Influential People
in Financial Planning
2004, 2005 Wealth Manager Superstars
2006
