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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.

May 21, 2020

Our host, Kurtis Baker, is joined by Fiona Van Dyck, she is a New Jersey Estate Planning Attorney which strives to offer clients exceptional legal representation and allay any fears they may have in hiring an attorney.( ) She visited us and talk how people think and adapt their state planning during the COVID-19 crisis.