Andrew J. Avera, CTFA, CFP®

Andy is a senior member of the client services team in our Atlanta office and is also a key contributor to the ongoing development of the company’s financial advisory services. His professional experience has been dedicated to the preparation of comprehensive financial plans for high net worth individuals covering areas such as retirement planning, cash flow planning, estate planning, risk management, and tax planning. Prior to Diversified Trust, Andy worked at a fee-only financial planning and investment advisory firm in Atlanta.

Andy received a Master of Science in Personal Financial Planning from Georgia State University. He also graduated with the highest honor from the Georgia Institute of Technology where he received a Bachelor of Science in Management with certificates in finance and economics.  He also holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.