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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. 2020
  3. 06

Master Your Finances Kurt Baker With Randi Goldberg - Senior Health Care during COVID

Jun 20, 2020

Our host, Kurtis Baker, is joined by Randi Goldberg CDP, SRS of Archer Law Office. (https://mercerelderlaw.com/). She visited us and talks about the challenges of our Senior Health Care system in times of this COVID pandemic. How our elder care facilities is adjusting to this pandemic and how the experience helps find...

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Master Your Finances Kurt Baker with Amanda Morales Pratt - Grow and Share

Jun 13, 2020

Master Your Finances Kurt Baker with Amanda Morales Pratt, Manager of Donor Relations for the Pennsylvania Horticultural Society PHS (https://phsonline.org/). She designs, documents, and implements a systematic and integrated donor relations program that encompasses donor recognition events, personal visits, and...

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Master Your Finances Kurt Baker with Robert Blanda - Digital Media Today!

Jun 5, 2020

Our host, Kurtis Baker, is joined by Robert Bland, President & Creative Director at CaddisArt Digital Media. (https://caddisart.com/) He visited us to talk about how he started. From splicing 32 track tape, installing server, learning Photoshop, web design, digital graphic design, to founding Caddis Art Inc. a...

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