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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.

Jul 5, 2025

What does it take to manage wealth with integrity and lead through service? Meet Donald J. Loff, a seasoned financial advisor with over 40 years of experience and a strong record of leadership in both private wealth and nonprofit governance. He currently serves as treasurer at Capital Health. Today, he'll discuss how...


Jul 5, 2025

What does it take to fund the future of deep tech and drive innovation that transforms human and planetary health? Meet Sean O'Sullivan, managing general partner of SOSV, a global venture capital firm with $1.5 billion in assets under management, a pioneer in computer-based street mapping, and co-founder of MapInfo....


Mar 6, 2025

What does it take to revolutionize geriatric care and bring quality medical services directly to older adults? Meet Dr. Arun Rao, a fellowship trained and board certified geriatrician with over 20 years of experience as a founder and CEO of Geriatrics Planning and Solutions Inc. Dr. Rao is dedicated to providing expert...


Jan 29, 2025

Want to take your business to the next level? Meet Kerri Fox, the powerhouse behind Fox Consulting. With expertise in marketing, operations and HR, Kerri turned her corporate experience into a lifeline for small businesses during the pandemic. Now Fox Consulting is the go-to for Taylor business growth and...


Jan 22, 2025

How can business unlock profitability and stay competitive in today's fast changing market? Joining us is Mathias Hemberger, a seasoned leader with global expertise for managing iconic brands at Unilever and driving transformation at Firmenich. Mathias has excelled across industries and continents. Now with ERA group,...