Preview Mode Links will not work in preview mode

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.

Feb 13, 2019

Our host, Kurtis Baker, is joined by Izzy Ruiz, an accountant and financial consultant, who speaks about what you should know when it comes to taxes!