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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 2, 2024

Are you aware of the potential risks and challenges that your business could face if you're to experience unforeseen circumstances like death and capacity, divorce, or the departure of a business partner.  Our host, Kurtis Baker, is joined by Len Garza are founder of Garza will help you understand the importance of...


Dec 31, 2023

Are you seeking empowerment and growth in your life's journey? Have you felt stuck or unsure about your path, yearning for fulfillment and creativity? Once struggling with insecurities and self-doubt, Davidson Hang understands the challenges of feeling lost and unfulfilled. Through his own experiences, travels...



Oct 20, 2023

Do you wanna discover effective strategies for making lifelong decisions and managing the challenges of aging? Interested in complimentary consultation. Our host, Kurtis Baker, is joined by Justin Lee Scott Esquire, a certified life resource planner with an impressive track record of overseeing 400 active cases. As...