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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.

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  2. Master Your Finances Kurt Baker with Ari Fuchs

Master Your Finances Kurt Baker with Ari Fuchs

Jul 10, 2020

Our host, Kurtis Baker, is joined by Ari Fuchs, of the The DAK group (https://www.dakgroup.com). Where he is the Managing Director and Chief Quality Officer of the firm. He visited us and discuss mergers and acquisitions, what their business does, investing, banking, middle market and more.