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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.

Oct 3, 2020

Our host, Kurtis Baker, is joined by David B. Trapani, CEO & Head of Sales for AGT & Associates, Inc. ( an authorized Sandler Training center in Princeton, NJ. He brings over 23 years of sales, marketing and management experience. He visited us and talked about how Sales and Businesses have changed during COVID, his observation, advice and more!