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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.

  1. All Episodes
  2. 2024
  3. 05

Master Your Finances Kurt Baker with J.J. Lee

May 20, 2024

Searching for guidance on brand protection. Meet JJ Lee, founder and trademark lawyer, law firm, PLLC in Ann Arbor, Michigan. With over 15 years of experience and more than 7,000 trademarks registered. JJ specializes in helping entrepreneurs safeguard their brands. Tune in for expert insights on trademark law and...

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Master Your FinancesBaker with David Stengle

May 13, 2024

Searching for guidance in the startup world? Meet David Stengle, a seasoned expert in startup ecosystems with experience as an operator, investor, and advisor. He'll share insights into startup community building, governance, inclusion, and metrics while highlighting his work with Startup Grind, Princeton and Board++...

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