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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. 2018
  3. 08

Employee Benefits! – July 29th 2018

Aug 15, 2018

Our host, Kurtis Baker, is joined by Jim Bell of Abel HR! Find out about the benefits of working with a PEO!

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Father Figures! – July 22nd 2018

Aug 15, 2018

Our host, Kurtis Baker, is joined by Jim Bell of Abel HR! Find out about the benefits of working with a PEO!

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Bank Benefits! – July 15th 2018

Aug 15, 2018

Our host, Kurtis Baker, is joined by Patrick Liam Ryan, President and CEO of First Bank. Find out about the benefits and risks of community banking!

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Labor Laws! – July 8th 2018

Aug 15, 2018

Our host, Kurtis Baker, is joined by Labor and Employment Attorney Jennifer Meyer-Mahoney. Find out how to navigate through difficult situations businesses may find themselves in!

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