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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.

Apr 15, 2023

Do you wanna know which businesses are now classified as non-banking financial institutions and must comply with FTC safeguards by June 9th deadline? Do you realize how critical it is to manage and mitigate cyber risk, especially in today's increasingly digital landscape? Our host, Kurtis Baker, is joined by Bob Michie, president and co-founder of MetroMSP, defines technology strategy and initiatives as critical aspects to clients' success. Bob is here to provide you with access to an FTC compliance checklist that you can use to ensure your company is meeting the necessary standards for protecting sensitive information, as well as help you understand the potential consequences of failing to comply with these regulations and the importance of taking action to protect your businesses.

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