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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 10, 2020

Our host, Kurtis Baker, is joined by John Odalen Professional Organizer, Productivity Coach and Author. (https://johnodalen.com) He visited us and discuss how he help people who feel overwhelmed and do not know where to start. He helps create a vision and define and achieve their goals while also coaching them on how to get organized and stay organized.