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Fun Financial

At Fun Financial we make financial planning fun by guiding busy people through the confusion and anxiety of managing their finances so they spend less time worrying about money and spend more time doing the things they love to do. Visit us at www.funfinancial.com and make your free introductory appointment today.

Fun Financial: Plan for your tomorrow. Live for your today.™

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Jake Morris , CFP®
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

20 Old Post Rd Rhinebeck, NY 12572-1131 Phone: (917) 664-9779

Primary Office

20 Old Post Rd Rhinebeck, NY 12572-1131 Phone: (917) 664-9779