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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, 2020

Master Your Finances Kurt Baker with Amanda Morales Pratt, Manager of Donor Relations for the Pennsylvania Horticultural Society PHS (https://phsonline.org/). She designs, documents, and implements a systematic and integrated donor relations program that encompasses donor recognition events, personal visits, and...