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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 29, 2019

Our host, Kurtis Baker, is joined by Lisa Temporado, Chief Operating Officer of Archer Law Office. She also manage the firm's Medicaid division by working closely with the staff to prepare and execute plans for Medicaid as well as asset planning for their clients.