KURTIS (KURT) BAKER
As a Certified Exit Planning Advisor (CEPA®), Kurtis Baker is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
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.
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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.
, linked_in=https://www.linkedin.com/in/kurtisbaker/, has_ios_device_token=true, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=08540, username=kbakercwmi}- Advisor Type: Wealth Manager
- Website:
https://cwmi.us - Phone: +16097164700
- City: Princeton
- State: New Jersey
- Postal Code: 08540
- Country: United States
- Designations: CFP, CEPA, AIF
- Markets Served:
- Company Name: Certified Wealth Management & Investment
- LinkedIn:
https://www.linkedin.com/in/kurtisbaker/
