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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 13, 2024

Searching for guidance in the startup world? Meet David Stengle, a seasoned expert in startup ecosystems with experience as an operator, investor, and advisor. He'll share insights into startup community building, governance, inclusion, and metrics while highlighting his work with Startup Grind, Princeton and Board++ in empowerment, underrepresented executives. Tune in to learn practical strategies for growing your startup and fostering your innovation.