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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 Caryn Berla

Master Your Finances Kurt Baker with Caryn Berla

Jul 19, 2020

Our host, Kurtis Baker, is joined by Caryn Berla of Cruise Planners, an American Express Travel Representative, that has a tremendous reputation for quality, service, and very competitive pricing for ALL of your travel needs. They specialize in all types of travel and will create an unforgettable vacation just for you. (cberla@cruiseplanners.com, www.makingvacationmemories.com) He visited us and talks about how to discover exciting adventures around the world. From cruises to land tours and completely packaged vacations and more.