Jeffrey A. Scales & Associates

Jeffrey A. Scales, CFP^®, MBA
CERTIFIED FINANCIAL PLANNER^TM practitioner

We live in a fast-paced, constantly changing world. One of my responsibilities is to help my clients maintain their financial focus, so that they can pursue the things that are important to them and their families. My staff and I work diligently to provide a high level of quality in financial planning, guidance, and service.

I received my undergraduate and graduate degrees from the University of New Mexico. Later, I earned my CERTIFIED FINANCIAL PLANNER^TMcertification and became a member of the Financial Planning Association. I am also a member of the Social Investment Forum & Co-op America.

In addition, I stay involved in local community organizations. I am a current member and past president of the Alzheimer's Association of the Hudson Valley and the Rhinebeck Rotary Club. I have served as a driver for the Meals On Wheels program in Northern Dutchess County, and I run a weekly evening men's basketball program for the Rhinebeck PTSO.

I live in Tivoli, New York, with my wonderful wife Barbara and, between us, we have four fantastic sons, Max, Will, Ian, and Zach. I enjoy yoga, basketball, biking, kayaking, movies, and listening to jazz.

Certified Financial Planner Board of Standards, Inc., owns the certification marks CFP^®,Certified Financial Planner™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.