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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.

Aug 31, 2022

Are you taking full advantage of the development of different social media platforms that have created new avenues for marketing that aid in the success of companies and brands? Do you want to learn how to focus on creating profitable and personal brands on LinkedIn and the importance of social media in your business marketing strategies? Our host, Kurtis Baker is joined by Karen Yankovich CEO of Uplevel Media LLC and host of the Good Girls Get Rich podcast. She visited us and talks about on how to create wealth by combining smart business practices with a simple proven systems that develop and maintain strong customer relationships. With over 20 years of experience, she will share profile tips that will help you become more confident to develop contact with people who can positively impact your lives, business and finances and more.