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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 31, 2020

Our host, Kurtis Baker, is joined by Nancy Sobin founder of Professional Paperwork Services ( Sobin holds an MBA from the University of Rochester’s William E Simon School of business and has been working in Financial Services for more than 15 years. Many of those years were involved in health insurance products. She visited us and talked about how their financial expertise along with their ability to work with all types of people makes them a great choice and more.