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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.

Oct 28, 2017

How to manage your money!– December 18th, 2016- Our host, Kurtis Baker, is joined by Nancy Shobin! She is the owner of Professional Paperwork Services, LLC. They discuss money managing and the best ways, (and some of the worst ways), to do it!