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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 Jane Fearn-Zimmer

Master Your Finances Kurt Baker with Jane Fearn-Zimmer

Sep 13, 2020

Our host, Kurtis Baker, is joined by Jane Fearn-Zimmer, is a shareholder at Flaster Greenberg PC where she dedicates her practice to serving clients in the areas of elder and disability law, special needs planning, asset protection, tax and estate planning and estate administration (https://www.flastergreenberg.com).  She visited us and talked about estate planning, life insurance, taxes and things that are going on after the pandemic hits.