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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.

Jul 31, 2020

Our host, Kurtis Baker, is joined by Peter Crowley. President and CEO of Princeton Mercer Regional Chamber of Commerce, he was also the Founding President and CEO of the Bank of Princeton. ( He visited us ad talk about why and how he shifts from banking, to the Chamber of Commerce,...

Jul 25, 2020

Our host, Kurtis Baker, is joined by Keith Hovey a License Nurse and Attorney who works for Capital Health a medical group division of Capital Health( He visited us and talked about the medical and legal perspective on what is happening today.

Jul 19, 2020

Our host, Kurtis Baker, is joined by Caryn Berla of Cruise Planners, an American Express Travel Representative, that has a tremendous reputation for quality, service, and very competitive pricing for ALL of your travel needs. They specialize in all types of travel and will create an unforgettable vacation just for...

Jul 10, 2020

Our host, Kurtis Baker, is joined by Ari Fuchs, of the The DAK group ( Where he is the Managing Director and Chief Quality Officer of the firm. He visited us and discuss mergers and acquisitions, what their business does, investing, banking, middle market and more.

Jul 4, 2020

Our host, Kurtis Baker, is joined by with Amanda Reese of Hafetz and Associates ( ) . She visited us and discuss, what are the right medical coverage plans that would meet our needs.