AeroLeads people directory · profile

Avery J. Klatsky, Cfp® Email & Phone Number

Financial Planning Analyst at SFMG Wealth Advisors at SFMG Wealth Advisors
Location: Plano, Texas, United States 3 work roles 1 school
LinkedIn matched
✓ Verified May 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
SFMG Wealth Advisors
Role
Financial Planning Analyst at SFMG Wealth Advisors
Location
Plano, Texas, United States
Company size
23 employees

Who is Avery J. Klatsky, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Avery J. Klatsky, Cfp® is listed as Financial Planning Analyst at SFMG Wealth Advisors at SFMG Wealth Advisors, a company with 23 employees, based in Plano, Texas, United States. AeroLeads shows a matched LinkedIn profile for Avery J. Klatsky, Cfp®.

Avery J. Klatsky, Cfp® previously worked as Financial Planning Analyst at Sfmg Wealth Advisors and Personal Financial Planning Intern at Sfmg Wealth Advisors. Avery J. Klatsky, Cfp® holds Finance (Bs) & Financial Planning (Ba) from Arizona State University - W. P. Carey School Of Business.

Company email context

Email format at SFMG Wealth Advisors

This section adds company-level context without repeating Avery J. Klatsky, Cfp®'s masked contact details.

SFMG Wealth Advisors

Review company-level records connected to Avery J. Klatsky, Cfp® before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Avery J. Klatsky, Cfp®

SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 2002 and locally owned, our team offers high-touch, personalized financial planning and wealth management for high-net worth families, business owners, executives and private equity investors. The SFMG Wealth Advisors’ client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We strive to help plan their future, manage their financial affairs, allowing them to enjoy living with financial confidence, and providing peace of mind, for life. To learn more about SFMG Wealth Advisors, visit our website at www.sfmg.com.

Listed skills include Social Media, Public Speaking, Writing, Editing, and 12 others.

Current workplace

Avery J. Klatsky, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

SFMG Wealth Advisors
Sfmg Wealth Advisors
Financial Planning Analyst at SFMG Wealth Advisors
plano, texas, united states
Website
sfmg.com
Employees
23
AeroLeads page
Company profile
View company profile Email format
3 roles

Avery J. Klatsky, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Planning Analyst

Current
Sfmg Wealth Advisors

Plano, Texas, United States

Jan 2023 - Present

Personal Financial Planning Intern

Sfmg Wealth Advisors

Plano, Texas, United States

May 2022 - Aug 2022
Team & coworkers

Colleagues at SFMG Wealth Advisors

Other employees you can reach at sfmg.com. View company contacts for 23 employees →

CE Christopher Episcopo Christopher Episcopo Colleague at Sfmg Wealth Advisors Plano, Texas, United States, United States View → LR Lashell Robbins Lashell Robbins Colleague at Sfmg Wealth Advisors Plano, Texas, United States, United States View → PK Pamela Kelley Pamela Kelley Colleague at Sfmg Wealth Advisors Dallas, Texas, United States, United States View → WB Wyatt Blackstock Wyatt Blackstock Colleague at Sfmg Wealth Advisors Prosper, Texas, United States, United States View → NG Nick Gaumer Nick Gaumer Colleague at Sfmg Wealth Advisors Dallas-Fort Worth Metroplex, United States View → JK Jennifer Kunhardt Jennifer Kunhardt Colleague at Sfmg Wealth Advisors Rockwall, Texas, United States, United States View → BL Beth Locke Beth Locke Colleague at Sfmg Wealth Advisors Dallas, Texas, United States, United States View → SS Shashin Shah, Cfa, Cfp® Shashin Shah, Cfa, Cfp® Colleague at Sfmg Wealth Advisors Dallas, Texas, United States, United States View → CG Craig Greenway Craig Greenway Colleague at Sfmg Wealth Advisors Plano, Texas, United States, United States View → JP Jo Pa Jo Pa Colleague at Sfmg Wealth Advisors Hayward, California, United States, United States View →
1 education record

Avery J. Klatsky, Cfp® education

FAQ

Frequently asked questions about Avery J. Klatsky, Cfp®

Quick answers generated from the profile data available on this page.

What company does Avery J. Klatsky, Cfp® work for?

Avery J. Klatsky, Cfp® works for SFMG Wealth Advisors.

What is Avery J. Klatsky, Cfp®'s role at SFMG Wealth Advisors?

Avery J. Klatsky, Cfp® is listed as Financial Planning Analyst at SFMG Wealth Advisors at SFMG Wealth Advisors.

Where is Avery J. Klatsky, Cfp® based?

Avery J. Klatsky, Cfp® is based in Plano, Texas, United States while working with SFMG Wealth Advisors.

What companies has Avery J. Klatsky, Cfp® worked for?

Avery J. Klatsky, Cfp® has worked for Sfmg Wealth Advisors and Bayntree Wealth Advisors.

Who are Avery J. Klatsky, Cfp®'s colleagues at SFMG Wealth Advisors?

Avery J. Klatsky, Cfp®'s colleagues at SFMG Wealth Advisors include Christopher Episcopo, Lashell Robbins, Pamela Kelley, Wyatt Blackstock, and Nick Gaumer.

How can I contact Avery J. Klatsky, Cfp®?

You can use AeroLeads to view verified contact signals for Avery J. Klatsky, Cfp® at SFMG Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Avery J. Klatsky, Cfp® attend?

Avery J. Klatsky, Cfp® holds Finance (Bs) & Financial Planning (Ba) from Arizona State University - W. P. Carey School Of Business.

What skills is Avery J. Klatsky, Cfp® known for?

Avery J. Klatsky, Cfp® is listed with skills including Social Media, Public Speaking, Writing, Editing, Journalism, Research, Political Science, and Statistics.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.