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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.

May 30, 2020

Our host, Kurtis Baker, is joined by David Munck a Clinical Social Work/Therapist, MSW, LSW, LCADC-I, ICGC-C. He specialize in a psychodynamic approach and a variety of situationally appropriate client-centered approaches to resolve whatever problems are presented in the consulting room. He visited us to talked about...


May 21, 2020

Our host, Kurtis Baker, is joined by Fiona Van Dyck, she is a New Jersey Estate Planning Attorney which strives to offer clients exceptional legal representation and allay any fears they may have in hiring an attorney.( https://www.vandyckfirm.com ) She visited us and talk how people think and adapt their state planning...


May 13, 2020

Our host, Kurtis Baker, is joined by Jeff Barnhart CEO/Founder at Creative Marketing Alliance ( https://cmasolutions.com ). We talked on how technology has driven the marketing world. On how marketing is like the oxygen that keeps business going. He provided recommendations on how to adapt marketing to our current...


May 10, 2020

Our host, Kurtis Baker, is joined by John Odalen Professional Organizer, Productivity Coach and Author. (https://johnodalen.com) He visited us and discuss how he help people who feel overwhelmed and do not know where to start. He helps create a vision and define and achieve their goals while also coaching them on how to...


May 3, 2020

Our host, Kurtis Baker, is joined by Pat Ryan, President & CEO of First Bank. Pat visited us and discuss the Payroll Protection Program and how community banks are navigating the current challenges.