Fun Financial is a financial planning firm for creative people and anyone who has felt neglected by traditional financial institutions.

We do comprehensive financial planning for retained clients, as well as project-based limited engagements.

We help you plan for the future by assisting you with your investments, taxes, insurance, estate, education, and retirement planning needs.

Our core values are Honesty, Transparency, and Empowerment.

 

Jake Morris is a CERTIFIED FINANCIAL PLANNER™ and the founder of Fun Financial. 

 

As an artist and former professional musician, he understands that even creative people need help with their finances and strives to make the financial planning process inspiring and enjoyable. 

 

Jake lives with his wife Whitney in the Hudson Valley in upstate New York where they can usually be found at the local drive-in theater most weekends.

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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.