Scott R. Onofry, CFP(R), CKA(R), MPAS(R)

Scott joined Onofry Financial Services in January of 2004. He is a financial advisor, branch manager, and owner of the firm. He became a CERTIFIED FINANCIAL PLANNER™ in January of 2008, which required passing a rigorous exam, and also requires him to regularly meet continuing education requirements. Scott holds a Master of Science degree in Personal Financial Planning, which required him to complete courses on various topics including: the financial planning process, insurance, investment planning, retirement planning, income tax planning, investment analysis, and portfolio management.  Scott also holds the Master Planner Advanced StudiesSM (MPAS®) designation, which requires him to meet additional ongoing continuing education requirements. Scott, a registered representative and investment advisor representative of Cadaret, Grant & Co., Inc.. Scott is securities licensed in CA, CT, FL, GA, IN, MD, ME, NC, NH, NJ, NY, OK, PA, SC, TX, VA, and WA.  Scott is also insurance licensed for life, health, and annuities in New York, New Jersey, Pennsylvania, and Florida. Scott also graduated from Northeastern University with a Bachelor of Science degree in Business Administration.  His concentrations of study were Finance / Insurance and Management.

Scott is originally from Port Jervis, NY and currently resides in Maybrook, NY with his wife, Christina and their daughters, Allison and Rebecca.  Scott regularly attends and is a member of Grace Community Church. He also serves on The Salvation Army Port Jervis Corps Community Advisory Board. Scott is an avid pickleball player and enjoys many other sports and outdoor activities. Some of his past community activites include: coaching in the Orange County Soccer Club, playing softball in the Orange County Christian Community Softball League, and participating in the annual Port Jervis High School College & Career Fair.