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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.

Oct 31, 2020

Our host, Kurtis Baker, is joined by Nancy Sobin founder of Professional Paperwork Services ( Sobin holds an MBA from the University of Rochester’s William E Simon School of business and has been working in Financial Services for more than 15 years. Many of those years were involved in...

Oct 17, 2020

Our host, Kurtis Baker, is joined by Daisy Newson, Director of Community Relations at Ovation at Riverwalk ( ). She visited us and talked about what Ovation does, why they are the pioneer in adult living and more.

Oct 3, 2020

Our host, Kurtis Baker, is joined by David B. Trapani, CEO & Head of Sales for AGT & Associates, Inc. ( an authorized Sandler Training center in Princeton, NJ. He brings over 23 years of sales, marketing and management experience. He visited us and talked about how...