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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.

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Master Your Finances Kurt Baker with Gogie Padilla

Aug 7, 2024

Ready to shield yourself from phone scams? Meet Gogie Padilla, a seasoned fundraiser and the CEO of Answer Sure LLC. After her mother nearly fell victim to a phone scam, Gogie founded this innovative service in 2021. Answer Sure provides a unique vetting process to prevent fraudulent calls available via an app for...

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