Jake Morris (CFP®)

Jake Morris focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X

Planning Specialties

We specilize in working with creative people and those who have lost loved ones.

Additional Information

Jake Morris is the founder of Fun Financial.

As a former professional musician, Jake entered into the financial planning field because he saw the opportunity to help people. He started Fun Financial because he saw the need for a highly client-centric financial planning experience that lets you be you. Our core values are honesty, transparency, and empowerment. At Fun Financial, we are as focused on the qualitative factors that make you unique as we are on the quantitative factors of your life. We understand that money can be emotional and that your goals, priorities, and communication style are distinctly your own. We are here to help you live your best life now while balancing your dreams for the future and don’t see the two as being mutually exclusive.

Jake lives in New York's Hudson Valley with his wife Whitney. They are expecting their first child, a baby girl, in March of 2021.

If you’re ready to feel empowered about your financial future, let’s connect.

www.funfinancial.com

Plan for tomorrow. Live for today.™

NAPFA Start Date

August 05, 2020

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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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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