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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.

Jul 31, 2020

Our host, Kurtis Baker, is joined by Peter Crowley. President and CEO of Princeton Mercer Regional Chamber of Commerce, he was also the Founding President and CEO of the Bank of Princeton. (https://princetonmercerchamber.org) He visited us ad talk about why and how he shifts from banking, to the Chamber of Commerce, the challenges he overcomes and how they expand using the motto of being a client focus small business organization that is driven to make a difference.