J E F F R E Y A. S C A L E S,
CFP®, AIF®, MBA Certified Financial PlannerTM Practitioner
Accredited Investment Fiduciary®
M A N A G I N G P R I N C I P A L
I have been fortunate in my career as a financial advisor to find a means for doing well while doing good. This incredible balance has been maintained through JSA serving client investment needs with ESG ingredients at their core. Our recipe for sustainable and responsible investments includes addressing Environmental, Social and corporate Governance factors that can have an enormous influence on our future lives, as well as providing sound portfolio risk management.
My professional education includes undergraduate and graduate degrees from the University of New Mexico. I also earned the CERTIFIED FINANCIAL PLANNERTM certification and hold the Accredited Investment Fiduciary® designation. I am a member of US SIF, the Forum to Sustainable and Responsible Investments, which helps keep our practice connected with the latest developments and provides opportunity for active participation in lobbying efforts to support ESG policies. As a personal mission, I seek to educate other financial advisors about sustainable investing and encourage them to implement more responsible allocations for their own clients.
In addition to professional development and continuing education, I stay involved in local and global community organizations. I serve as the Chairman of Rhinebeck Rotary Club’s International Committee supporting world service projects. This includes travelling each year with students from Rhinebeck High School’s Interact Club to construct classrooms, build school cafeterias and prepare gardens by hand in rural areas of Nicaragua. It’s a truly life-changing experience for all participants- young and old- from both home and host communities.
The difficulties faced by families impacted by the emotional and financial toll of dementia is something all too familiar to me. And as one of the founding and past co-presidents of the Mid-Hudson Chapter of the Alzheimer’s Association over 25 years ago, I continue my support and offer strategies to help protect the financial condition of families overwhelmed by this disease.
I serve on the Advisory Board of the Center for Environmental Policy, an innovative graduate program at Bard College that offers MS degrees in environmental and climate science policy. This creates wide-ranging opportunities for both students and the community in the business of building a sustainable future.
Since 1987 I’ve made my home in the Hudson River Valley, where I may be seen kayaking at dawn or sunset, often removing trash from the river or admiring bald eagles in the trees on shore. Our office in Rhinebeck, NY is just half a block from Upstate Films, where I occasionally step out to enjoy an Indie or foreign film, or meaningful documentary. My sons are successfully pursuing their own careers in Washington, DC and northern CA respectively, yet we periodically unite for exciting excursions. We thrive on preparing for one another great locally-sourced home-cooked meals – all three foodies—and enjoying each other’s company with warm stimulating conversation.
JSA is proud to have recently earned B Corp certification, a designation for businesses who are rigorously committed to providing tangible benefits to the community and the environment.