Jake Morris
CFP®
Fun Financial
Financial Advisor
Jake Morris
CFP®
Fun Financial
Financial Advisor
Plan for your tomorrow. Live for your today.™ - Jake Morris, CFP®
Fee-Only financial planner located in Rhinebeck, NY, serving clients locally and across the country
Located in Rhinebeck, NY, Jake Morris is a fee-only financial advisor serving clients in Dutchess County, Kingston, Woodstock, the Catskills, and across the country. Fun Financial provides comprehensive financial planning to help Millennial, Gen X, and Baby Boomer clients organize, grow, and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jake Morris is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
Jake Morris is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
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 limited project engagements.
We can 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
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- College Education Planning
- Retirement Income Planning
- Tax Planning
Ideal Clients
- Growing Families
- Novice Investors
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
Working Together
- Complimentary Initial Consultation
- No Product Sales
- Clearly Defined Fees
- Virtual Meetings
- In-Office Meetings
Professional Designations & Affiliations
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Jake Morris is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jake Morris is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Jake Morris is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jake Morris is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Jake Morris is Quoted on Barrons: "Sure, Crypto Can Rev Up Your Retire-Early Plan. It Can Also Blow It Up. Be Wary."
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Jake Morris is Quoted in InvestmentNews: "Free Planning Apps Enter the Equation"
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Jake Morris is Quoted on MSN Money: "Thanks to Covid-19, some folks are broke and some are flush. Here's how to talk about it"
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Jake Morris is Quoted in Investor's Business Daily: "How Advisors Get Clients To Tackle Uncomfortable But Necessary Tasks"
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Jake Morris is Quoted the XYPN Blog: "Horror Stories Of Financial Planning, Halloween Edition: The Fiduciary Standard, Reg BI, And Bad Financial Advice"
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Jake Morris is Interviewed on his Pro-Bono Work with The Family Justice Center
Contact Jake Morris
Office Locations:
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By Appointment
Rhinebeck, NY 12572
