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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 4, 2022

Our host Kurtis Baker is joined by David Trapani of Sandler Sales Training Center of Princeton (https://www.agt.sandler.com/). He brings over 23 years of sales, marketing, and management experience. He prides himself on helping sales people and sales managers gain an edge to move their business to the next level....


Nov 6, 2021

Our host Kurtis Baker is joined by Angela Vendetti. She currently works with independent restaurant and cafe owners on start-up (including SBA financing), profitability, and quality of life (https://www.angelavendetti.com). She visited us and talked about Restaurant Business, before and after COVID, the adjustment that...


Sep 18, 2021

Our host Kurtis Baker is joined by Lorette Pruden owner, Team Nimbus NJ (http://www.teamnimbusnj.com). A Management Consulting company that helps small business owners grow, and manage that growth. She visited us and talked about how she transferred from being a Corporate to Entrepreneur and became an expert. And how...


Aug 8, 2021

Our host Kurtis Baker is joined by Chris French, CEO, Geomatix, LLC (https://geomatix.us). Which provides comprehensive unmanned aerial mapping and sensing solutions for a wide range of service sectors. He visited and talks about how he cofounded his company, his motivation, the demand and consumers for this kind of...


Jun 13, 2021

Our host Kurtis Baker is joined by Mitchell Katchen, President and Founder of Katchen Financial Group (https://www.katchenfinancialgroup.com. He visited us and talked about long term care, life insurance program and more.