Kurtis  Baker,  CFP<sup>&reg;</sup> - Financial Advisor

Kurtis Baker, CFP®

AIF®

Certified Wealth Management & Investment LLC

116 Village Blvd., Ste 200
Princeton, NJ 08540
FINANCIAL ADVISOR'S WEBSITE
(609) 716-4700 CONNECT WITH Kurtis
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General

Kurtis Baker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Certified Wealth Management & Investment LLC in Princeton, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Special Needs

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Helpful Financial Planning Resources