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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.

Dec 8, 2019

Our host, Kurtis Baker, is joined by Robert, also known as "Bob" Kull, who is a licensed New Jersey professional planner and a member of the American Institute of Certified Planners, and he is the event manager of 1867 Sanctuary Arts and Culture Center at Preservation, New Jersey. He visited us and discussed how he preserved and re-purposed a historic building in modern day!