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
Philanthropic Involvement
Hendrick Scholarship Foundation – Student Success Coach
Credentials / Certifications
CERTIFIED FINANCIAL PLANNER™ – CFP®