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Master Your Finances

(Host) Kurtis Baker is a Certified Financial Planner™ and an Accredited Investment Fiduciary™ professional with Certified Wealth Management & Investment, LLC an independent Registered Investment Advisory firm. He is a graduate of the United States Merchant Marine Academy with a BS in Marine Engineering. He has been in the financial services industry since 1983 with extensive experience in financial planning, insurance & mortgages. He focuses his practice on comprehensive financial planning for families and business owners.

Jan 17, 2021

Our host Kurtis Baker is joined by Ben Steltzer, President and founder of Export Jersey (https://www.exportjersey.com/). A complete website directory with a listing of New Jerseys exporters as a resource for foreign governments and foreign companies. He visited us and talk about import and export and its...


Dec 12, 2020

Our host Kurtis Baker, is joined by Kevin J. Gabauer co-founder of Fat Shack ( https://www.fatshack.com ), a quick-service restaurant franchise concept specializing in Late Night Food and offering dine-in, take-out and delivery as late as 4AM.


Nov 7, 2020

Our host Kurtis Baker, is joined by Sevi Adat founder of Heaven Scent and Princeton Perfume (https://www.princetonperfumecompany.com). He visited us and talked about how he started Heaven Scent and Princeton Perfume, and how his company creates, tailored and customized perfume that suits individual needs and more. 


Oct 31, 2020

Our host, Kurtis Baker, is joined by Nancy Sobin founder of Professional Paperwork Services (https://paperwork-services.com). Sobin holds an MBA from the University of Rochester’s William E Simon School of business and has been working in Financial Services for more than 15 years. Many of those years were involved in...


Oct 17, 2020

Our host, Kurtis Baker, is joined by Daisy Newson, Director of Community Relations at Ovation at Riverwalk (https://www.ovationatriverwalk.com ). She visited us and talked about what Ovation does, why they are the pioneer in adult living and more.