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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 20, 2023

Do you wanna discover effective strategies for making lifelong decisions and managing the challenges of aging? Interested in complimentary consultation. Our host, Kurtis Baker, is joined by Justin Lee Scott Esquire, a certified life resource planner with an impressive track record of overseeing 400 active cases. As the founder of South Jersey's Masterminds, he stands out as one of the top 2% and top 100 attorneys. Today he's here to empower you with valuable insights and guidance for your future planning.