Kurtis Baker, Cfp®, Cepa, Aif®

Kurtis Baker, Cfp®, Cepa, Aif® Email and Phone Number

Keynote Speaker, Private Wealth Manager, Exit Planning Expert, Radio Show Host, Mental Health Advisory Board Member @ Certified Wealth Management & Investment LLC
Kurtis Baker, Cfp®, Cepa, Aif®'s Location
Princeton, New Jersey, United States, United States
Kurtis Baker, Cfp®, Cepa, Aif®'s Contact Details

Kurtis Baker, Cfp®, Cepa, Aif® work email

Kurtis Baker, Cfp®, Cepa, Aif® personal email

n/a

Kurtis Baker, Cfp®, Cepa, Aif® phone numbers

About Kurtis Baker, Cfp®, Cepa, Aif®

Kurt Baker is a CERTIFIED FINANCIAL PLANNER™ and a private wealth manager at Certified Wealth Management & Investment LLC, where he serves successful small and middle-market business owners. He helps owners Build an Exit Ready Business creating significant value and maximizing impact.Kurt is also the host of the weekly radio show Master Your Finances, where he shares inspiring stories of entrepreneurs from start-ups to billionaires, along with the providers that help them succeed. He has a passion for improving youth mental health and eliminating suicides, and co-founded the national non-profit Attitudes In Reverse® in 2010. He is a recipient of multiple awards for his business leadership and social impact, including the Champion for Business, the Platinum Dad, and the People's Choice Award.

Kurtis Baker, Cfp®, Cepa, Aif®'s Current Company Details
Certified Wealth Management & Investment LLC

Certified Wealth Management & Investment Llc

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Keynote Speaker, Private Wealth Manager, Exit Planning Expert, Radio Show Host, Mental Health Advisory Board Member
Kurtis Baker, Cfp®, Cepa, Aif® Work Experience Details
  • Certified Wealth Management & Investment Llc
    Private Wealth Manager
    Certified Wealth Management & Investment Llc Feb 2013 - Present
    Princeton, Nj, Us
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  • Master Your Finances
    Radio Host
    Master Your Finances Nov 2014 - Present
    Princeton, Nj, Us
    Master Your Finances features industry experts on improving finances for individuals and businesses. The show is on from 9:00 a.m. to 10 a.m. every Sunday morning. In Mercer County, New Jersey, you can tune into 107.7 FM, The Bronc. It is also live streamed at www.1077TheBronc.com. Join and listen to the podcast at www.MasterYourFinances.us.
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  • Certified Wealth Mortgage & Investment
    Private Wealth Manager
    Certified Wealth Mortgage & Investment May 1986 - Present
  • Everybody Loves Kenny Project, Inc.
    Co-Founder
    Everybody Loves Kenny Project, Inc. May 2009 - Present
    Princeton, Nj, Us
    Everybody Loves Kenny Project, Inc. was founded after the death of our son, Kenneth Silas Baker, due to mental illness with anxiety and depression. Everybody Loves Kenny Project has initiate the A.I.R. Attitudes In Reverse movement started by Kenny's sister Katelyn Baker. We look to reach out to society in general with emphasis on our youth to encourage an open dialogue regarding mental illness so that those who are suffering will feel comfortable about seeking help without fear of the current stigma surrounding mental illness. Please help us Start The Conversation, Reverse Attitudes and SAVE LIVES!
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  • Attitudes In Reverse®
    Co-Founder
    Attitudes In Reverse® May 2009 - Present
    Princeton, Nj, Us
    Attitudes In Reverse promotes mental health awareness and suicide prevention. The best suicide prevention plan is a good mental health awareness program.
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  • New Jersey Planning Council / Health Citizens Advisory Board
    Advisory Board Member
    New Jersey Planning Council / Health Citizens Advisory Board Feb 2024 - Present
    New Jersey Behavioral Health Planning Council Advisory Board Member. Includes:• review of the state’s annual block grant application and the state’s implementationreport of the previous year and make formal recommendations;• advocate for persons with serious mental illness; and• monitor and review the adequacy of mental health services statewide.
  • Queenship Of Mary Church
    Member Church Finance Administration
    Queenship Of Mary Church Jan 2014 - Dec 2021
    Church Finance Administration (CFA) advises regarding church financial matters.
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  • Princeton Regional Chamber Of Commerce
    Chairman - Plainsboro Business Partnership
    Princeton Regional Chamber Of Commerce Jan 2016 - Dec 2017
    Princeton, Nj , Us
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  • Quest Capital Strategies, Inc.
    Registered Representative
    Quest Capital Strategies, Inc. Sep 1996 - Mar 2012
  • Nami
    Walk Co-Chairman
    Nami 2010 - 2012
    Arlington, Va, Us
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  • Military Sealift Command
    Marine Engineer
    Military Sealift Command Oct 1982 - Oct 1983
    Norfolk, Virginia , Us
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Kurtis Baker, Cfp®, Cepa, Aif® Skills

Investments Management Small Business Finance Strategic Planning Mortgage Lending Loans Public Speaking Leadership Financial Planning Customer Service Wealth Management Asset Management Strategic Financial Planning Investment Properties Marketing Risk Management Real Estate Program Management Nonprofits Contract Negotiation Insurance Entrepreneurship Business Planning Strategy Research Business Strategy Coaching Due Diligence Executive Management Fundraising Public Relations Start Ups Funding Training Real Estate Transactions New Business Development Business Development Negotiation Mergers And Acquisitions Mental Health Government Policy Budgets Analysis Time Management Leadership Development Proposal Writing Certified Financial Planner

Kurtis Baker, Cfp®, Cepa, Aif® Education Details

  • United States Merchant Marine Academy
    United States Merchant Marine Academy
    Marine Engineering
  • Rockledge High School
    Rockledge High School

Frequently Asked Questions about Kurtis Baker, Cfp®, Cepa, Aif®

What company does Kurtis Baker, Cfp®, Cepa, Aif® work for?

Kurtis Baker, Cfp®, Cepa, Aif® works for Certified Wealth Management & Investment Llc

What is Kurtis Baker, Cfp®, Cepa, Aif®'s role at the current company?

Kurtis Baker, Cfp®, Cepa, Aif®'s current role is Keynote Speaker, Private Wealth Manager, Exit Planning Expert, Radio Show Host, Mental Health Advisory Board Member.

What is Kurtis Baker, Cfp®, Cepa, Aif®'s email address?

Kurtis Baker, Cfp®, Cepa, Aif®'s email address is kb****@****ast.net

What is Kurtis Baker, Cfp®, Cepa, Aif®'s direct phone number?

Kurtis Baker, Cfp®, Cepa, Aif®'s direct phone number is +160971*****

What schools did Kurtis Baker, Cfp®, Cepa, Aif® attend?

Kurtis Baker, Cfp®, Cepa, Aif® attended United States Merchant Marine Academy, Rockledge High School.

What are some of Kurtis Baker, Cfp®, Cepa, Aif®'s interests?

Kurtis Baker, Cfp®, Cepa, Aif® has interest in Social Services, Children, Education, Swimming, Animal Welfare, Health.

What skills is Kurtis Baker, Cfp®, Cepa, Aif® known for?

Kurtis Baker, Cfp®, Cepa, Aif® has skills like Investments, Management, Small Business, Finance, Strategic Planning, Mortgage Lending, Loans, Public Speaking, Leadership, Financial Planning, Customer Service, Wealth Management.

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