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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.

Nov 2, 2022

Are you curious about how established investors see private markets? Do you wanna learn about a unique market space and private equity? Our host, Kurtis Baker, is joined by Ben Jen, managing partner of 1435 Capital (https://1435capital.com). He visited us and discussed how investors source transactions, the...


Oct 22, 2022

Do you know how to generate online leads on your own? Do you know how to keep your client acquisition process under control by implementing cutting edge strategies? Our host, Kurtis Baker, is joined by Matt Montellione, CEO of Royce Brook Media, which specializes in B2B lead generation via multi-channel outreach....


Oct 14, 2022

Do you know the common challenges that local businesses' owners face? Are you aware of the strategies used by forward-thinking business leaders to solve problems and make better decisions? Our host, Kurtis Baker, is joined by Ted Simpson, President and certified TAB facilitator is here to help you develop your...


Oct 6, 2022

Do you understand why families feud over inheritance? How would you know if your family is safe from an inheritance battle in the future? Our host, Kurtis Baker, is joined by Cindy Arledge, a Purposeful Planning Institute member and second generation entrepreneur from Texas, works with growth-minded...


Sep 30, 2022

Are you fully aware of the financing options available for residential real estate and the usual goods and services to look for when buying, refinancing, or making home improvements? Does it make sense to wait to purchase a home later and rent for now? Do you understand how the Federal Reserve's actions may...