• Financial Planning Analyst

Avery J. KlatskyCFP®

BIO

Meet Avery J. Klatsky

Avery joined SFMG in January 2023 as a Financial Planning Analyst after interning with the firm the prior summer as a Financial Planning Intern. A Plano native, Avery graduated from the W.P. Carey School of Business at Arizona State University in 2022. He loves how compassionate SFMG is towards its clients; he finds fulfillment in connecting with clients on a personal level and identifying opportunities to positively impact their and their families’ futures. When he is not in the office, Avery prefers spending his time with his wife-to-be, Dylan, reading John Grisham novels, researching stocks and personal finance, losing golf balls by accidentally hitting them into lakes, creeks, and trees, and watching all of the Dallas-area sports teams.

Education

Arizona State University – Bachelor of Science, Finance

Arizona State University – Bachelor of Arts, Financial Planning

Professional Involvement

Financial Planning Association – DFW Chapter

Dallas Jewish Community Foundation – Professional Advisory Committee

AEPi Dallas Alumni Association

Credentials / Certifications

CERTIFIED FINANCIAL PLANNER™ – CFP®

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