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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.

  1. All Episodes
  2. 2017
  3. 11

Find Your Own Student Success!

Nov 21, 2017

October 22nd, 2017- Our host, Kurtis Baker, is joined by TJ Pingitore, CEO of Student success U, a professional podcast to improve student success. Create your own side hustle, and find out how to get yourself light-years ahead of the professional curve!

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Aligning My Career Path! – November 5th, 2017

Nov 15, 2017

Aligning my Career Path! – November 5th, 2017- Our host, Kurtis Baker, is joined by Ricardo Roman, Director of Association Management at Caliper, headquartered in Princeton, NJ. Learn about the innovative test that puts you to work in your own preferred skillset!

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Merging First! – November 13th, 2017

Nov 15, 2017

Merging First! – November 13th, 2017- Our host, Kurtis Baker, is joined by Pat Ryan, President and CEO of First Bank, headquartered in Hamilton, NJ. Find out the importance of mergers and acquisitions, and its impact on community banking!

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All You Need Is Water! – October 29th, 2017

Nov 15, 2017

All You Need is Water! – October 29th, 2017- Our host, Kurtis Baker, is joined by Alex Deichl, head of marketing and sales for WorldWater and Solar Technologies, headquartered in Princeton, NJ. Find out the importance for potable water and portable water purifiers in the event of disasters!

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