top of page

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.

DSC_6377.jpg

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

As featured in:

Barron's Logo.png
FUN FINANCIAL CNN LOGO.png
Wealthmanagement.com Fun Financial .png
Screen Shot 2020-09-30 at 7.53.32 PM.png
DSC_6656.JPG

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. 

Screen Shot 2020-09-30 at 7.53.53 PM.png
Fun Financial FPA.png

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.

XY Planning Network Profile

Broker Check

ADV

ADV 2A & 2B

Privacy Policy

Legal Disclosures


Fun Financial LLC (“FF”) is a registered investment advisor offering advisory services in the State of New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

Fun Financial LLC, its owners, officers, directors, employees, subsidiaries, service providers, content providers, and any third-party affiliates do not offer the sale of securities or other investments.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information on this site should not be relied upon for purposes of transacting in securities or other investment vehicles.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Fun Financial LLC disclaims all warranties, express or implied, including, but not limited to: implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

FF does not warrant that the information will be free from error. Your use of the information is at your sole risk. Under no circumstances shall FF be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if FF or a FF authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

bottom of page