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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 2, 2024

Are you aware of the potential risks and challenges that your business could face if you're to experience unforeseen circumstances like death and capacity, divorce, or the departure of a business partner.  Our host, Kurtis Baker, is joined by Len Garza are founder of Garza will help you understand the importance of...