Avery J. KlatskyCFP®
BIO
Meet Avery J. Klatsky
Avery joined SFMG in January 2023 after interning with the firm the prior summer. 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 not in the office, you’ll likely find Avery spending his time with his wife, 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
Alpha Epsilon Pi – Dallas Alumni Association
Philanthropic Involvement
Hendrick Scholarship Foundation – Student Success Coach
Credentials / Certifications
CERTIFIED FINANCIAL PLANNER® – CFP®