Avery J. Klatsky

Financial Planning Analyst at SFMG Wealth Advisors

Avery J. Klatsky, CFP®, currently serves as a Financial Planning Analyst at SFMG Wealth Advisors since January 2023, after previously holding the position of Personal Financial Planning Intern at the same firm from May 2022 to August 2022. Prior experience includes a role as a Financial Services Intern at Bayntree Wealth Advisors from February 2021 to December 2021. Avery J. Klatsky holds a dual degree in Finance (BS) and Financial Planning (BA) from the W. P. Carey School of Business at Arizona State University, having graduated in December 2022.

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