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

more time doing the things they love to do.

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We serve our local communities in Rhinebeck, Kingston,

the Hudson Valley, and the Catskills and welcome clients throughout New York and the nation.

 

We offer comprehensive financial planning, as well as financial planning projects tailored to your goals and top areas of concern.

We help you plan for the future and make the most of your today by assisting you with your:

  • Investments

  • Taxes

  • Insurance

  • Estate Planning

  • Education Planning

  • Retirement Planning

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Jake Morris is an award-winning CERTIFIED FINANCIAL PLANNER™ and the founder of Fun Financial. 

 

A former professional musician, Jake earned his advanced diploma in Financial Planning from NYU and has worked with top New York financial planning firms over the last 5 years. He founded Fun Financial in 2020 to offer his clients the experience they deserve.

 

Jake lives with his wife, Whitney, in the Hudson Valley in upstate New York. They recently welcomed their first child, a baby girl, in March of 2021. 

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Jake Morris CFP® is the recipient of the 2017 Financial Planning Association of New York Metro scholarship award for his pro bono work and commitment to helping underserved New Yorkers.