Jake Morris, CFP® Fun Financial
- Virtual, Rhinebeck, NY 12572
- (917) 664-9779
- http://funfinancial.com/
About Jake Morris, CFP®
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.
Fun Financial: Plan for tomorrow. Live for today.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Artists & Creatives
- FIRE (Financial Independence Retire Early)
- Gen X
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
Fee Options
- Monthly Fee: $375+/mo
- Quarterly Fee: $1125+/qtr
- Flat Fee: $1500+/engagement
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
