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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.

Jun 18, 2022

Our host Kurtis Baker is joined by Attorney Jennifer Meyer-Mahoney, a Labor and Employment Expert (https://njhrlawyer.com). She visited us and talked about challenges during Covid, how to get back to balance business, tips and more.


Feb 15, 2022

Our host Kurtis Baker is joined by Chaya Pamulam, Co-Founder & CEO of PAMTEN Inc & Founder of SHETEK & SOFKIN (https://www.pamten.com). She visited us and talks about her inspiring childhood, how she started in a non -profit organization and how she founded PAMTEN Inc and more.


Feb 12, 2022

Our host Kurtis Baker is joined by Timothy Wright, Super Bowl Champ, Entrepreneur, and Philanthropist. He visited us and talked about his background, his life and adversity and how he overcome it. He also talked about how he created his own path. From Rutgers Football to the Super Bowl, and from opening his dream...


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...