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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.

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.


Oct 3, 2020

Our host, Kurtis Baker, is joined by David B. Trapani, CEO & Head of Sales for AGT & Associates, Inc. (https://www.agt.sandler.com/about/local-sandler-trainer) an authorized Sandler Training center in Princeton, NJ. He brings over 23 years of sales, marketing and management experience. He visited us and talked about how...


Sep 19, 2020

Our host, Kurtis Baker, is joined by Tom Smith, owner of Intelligent Office located in Princeton, New Jersey (https://www.intelligentoffice.com). He visited us and talked about virtual services, what differs them from others and what services they offer on this pandemic and more.


Sep 13, 2020

Our host, Kurtis Baker, is joined by Jane Fearn-Zimmer, is a shareholder at Flaster Greenberg PC where she dedicates her practice to serving clients in the areas of elder and disability law, special needs planning, asset protection, tax and estate planning and estate administration (https://www.flastergreenberg.com)....


Aug 22, 2020

Our host, Kurtis Baker, is joined by Kelly Bidle, Dean, College of Liberal Arts and Sciences, Rider University (https://www.rider.edu). She visited us and talked about the challenges and adjustments their University has made during this new normal. How they address the problems and their plan moving forward and more.