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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.

Jun 13, 2021

Our host Kurtis Baker is joined by Mitchell Katchen, President and Founder of Katchen Financial Group (https://www.katchenfinancialgroup.com. He visited us and talked about long term care, life insurance program and more.


Master Your Finances Kurt Baker with Mitchell Katchen

Jun 13, 2021

Our host Kurtis Baker is joined by Mitchell Katchen, President and Founder of Katchen Financial Group (https://www.katchenfinancialgroup.com. He visited us and talked about long term care, life insurance program and more.


Nov 7, 2020

Our host Kurtis Baker, is joined by Sevi Adat founder of Heaven Scent and Princeton Perfume (https://www.princetonperfumecompany.com). He visited us and talked about how he started Heaven Scent and Princeton Perfume, and how his company creates, tailored and customized perfume that suits individual needs and more. 


Oct 17, 2020

Our host, Kurtis Baker, is joined by Daisy Newson, Director of Community Relations at Ovation at Riverwalk (https://www.ovationatriverwalk.com ). She visited us and talked about what Ovation does, why they are the pioneer in adult living and more.


Jul 19, 2020

Our host, Kurtis Baker, is joined by Caryn Berla of Cruise Planners, an American Express Travel Representative, that has a tremendous reputation for quality, service, and very competitive pricing for ALL of your travel needs. They specialize in all types of travel and will create an unforgettable vacation just for...