About Us

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(Host) Kurtis Baker is a Certified Financial Plannerâ„¢ and an Accredited Investment Fiduciaryâ„¢ 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.



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