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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 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 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...


Feb 17, 2023

Do you like shopping around to find a good deal? Do you like finding shortcuts that save you time and money? You may not realize this, but many of the colleges your child applies to are going to offer you discounted tuition in the form of needs-based aid and merit-based aid. Unfortunately, applying for these discounts...


Feb 3, 2023

Our host, Kurtis Baker, is joined by Desmond Hayes, the founder of GeoGreens; Hayes has three degrees, in architecture, civil engineering, and environmental science, and has worked as a full-time project manager for construction companies in New York and New Jersey. He visited us to discuss the importance of hydroponics...


Jan 28, 2023

Did you know that unexpected facts of New Jersey tax Law can catch taxpayers off guard? Do you wanna learn about tax laws that can be used in a variety of situations? Our host, Kurtis Baker, is joined by Jamie Zug, a tax attorney at McCarter & English assist taxpayers in avoiding and resolving disputes with the...