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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 12, 2019

Our host, Kurtis Baker, is joined by David Vinokurov. David is with 27 years of experience on Social Security Administration, current board member of New Jersey Coalition for Financial Education (NJCFE) and he recently started a private consulting business called Social Security Navigator where he assist client with all their Social Security, Supplemental Security Insurance SSI, Medicare question. David would informs us on how to financially plan for people that have disabilities!