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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 David Trapani

Master Your Finances Kurt Baker with David Trapani

Jan 4, 2022

Our host Kurtis Baker is joined by David Trapani of Sandler Sales Training Center of Princeton (https://www.agt.sandler.com/). He brings over 23 years of sales, marketing, and management experience. He prides himself on helping sales people and sales managers gain an edge to move their business to the next level. He visited us and talked about sales, provided advice on how to overcome 2022 challenges and more.