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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.

Mar 29, 2023

Do you want to learn how to make a wise decision when undertaking a major renovation? Would you like to avoid future headaches by planning projects and saving money as a result? Our host, Kurtis Baker, is joined by Vivian Hung and Joe Giamarese, the founder and principal designer of Global Home are here to help...


Mar 24, 2023

Do you wanna learn how you can assist veterans? You want a list of organizations that aid veterans? Our host, Kurtis Baker, is joined by Jeremy Deck is a retired US Army veteran who has used his leadership, communication and team-building abilities in a variety of settings. With his military experience as the food...


Mar 11, 2023

Are you up to date on the latest business developments in Mercer County? Do you know about the various changes that occurred in the workplace? Our host, Kurtis Baker, is joined by Hal English, CEO and president of the Princeton Mercer Regional Chamber of Commerce, and President of the Mercer County Convention and...


Mar 3, 2023

Are you certain that your company's bookkeeping is in good hands, are you just starting out and wanna learn bookkeeping techniques to help you manage your books and prepare for tax season? Our host, Kurtis Baker, is joined by Ms. Adrienne Dove the founder of Corban bookkeeping solutions and a QuickBooks consultant. She...