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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.

Nov 2, 2022

Are you curious about how established investors see private markets? Do you wanna learn about a unique market space and private equity? Our host, Kurtis Baker, is joined by Ben Jen, managing partner of 1435 Capital ( He visited us and discussed how investors source transactions, the people involved, and how his firm, 1435 Capital conducts due diligence. Ben will share with you strategies you can apply and utilize daily to gain a deeper understanding of how markets work based on his years of experience and involvement in over 300 startups. As co-founder and founder of Executive Strategist, investor and mentor, he'll make you feel intrigued as he provides you with a perspective on markets and more.