Jake Morris (CFP®)

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

  • Baby Boomers
  • Generation X
  • Investment Advice without Ongoing Management
  • Millennials
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

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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This Office

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