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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.

Jun 13, 2021

Our host Kurtis Baker is joined by Mitchell Katchen, President and Founder of Katchen Financial Group (https://www.katchenfinancialgroup.com. He visited us and talked about long term care, life insurance program and more.


Master Your Finances Kurt Baker with Mitchell Katchen

Jun 13, 2021

Our host Kurtis Baker is joined by Mitchell Katchen, President and Founder of Katchen Financial Group (https://www.katchenfinancialgroup.com. He visited us and talked about long term care, life insurance program and more.


Apr 24, 2021

Our host Kurtis Baker is joined by Bob Morrison, the owner of several ServPro franchises (https://www.servpro.com). SERVPRO is a leader in the restoration industry, and its professionals are faster to any size disaster. He visited us and talked about on how he came to this industry, how his business works and more.


Jan 17, 2021

Our host Kurtis Baker is joined by Ben Steltzer, President and founder of Export Jersey (https://www.exportjersey.com/). A complete website directory with a listing of New Jerseys exporters as a resource for foreign governments and foreign companies. He visited us and talk about import and export and its...