CFP®
CERTIFIED FINANCIAL PLANNER™
CFP Board ↗Held to the highest fiduciary standard in financial planning — competency, ethics, and ongoing education.
Verify on cfp.netPrivate Wealth Manager · Entrepreneur · Speaker
Helping owners build a Freedom Ready business.
I'm Kurt Baker — a private wealth manager, entrepreneur, and mental health advocate. I help successful business owners create significant value, build companies that run without them, and maximize the impact of what they've earned.
The ventures behind the work
Held to the highest standard
CEPA®
Certified Exit Planning Advisor®
Exit Planning Institute ↗Trained to help owners build companies that create value, run without them, and are ready for any future.
Verify on EPIAIF®
Accredited Investment Fiduciary®
Fi360 (Broadridge) ↗Disciplined fiduciary process for prudent investment decision-making on behalf of clients.
Verify on Fi360What I do
Four pursuits. One throughline.
Across all four, the work is the same: help business owners, families, and communities protect what they've built — and put it to work for what matters most.
01
Private Wealth Management
Serving successful small and middle-market business owners as a CERTIFIED FINANCIAL PLANNER™ at Certified Wealth Management & Investment LLC.
02
Freedom Ready Business Strategy
Helping owners build companies that create significant value, run without them, and give them the freedom to live, lead, and exit on their own terms.
03
Speaking & Storytelling
Sharing the stories of entrepreneurs — from startups to billionaires — on the Master Your Finances radio show and live stages.
04
Mental Health Advocacy
Co-founder of Attitudes In Reverse®, working to eliminate stigma and bring mental health education into every school.
The portfolio
Companies & ventures.
Each one exists to serve a specific kind of person — a business owner, a listener, an audience, a student, a family.
About
A life's work, in service of others.
I've spent my career as a private wealth manager helping successful business owners answer the questions that money alone can't — What is enough? What is this for? What do I want this to mean?
In 2010, my family lost our son Kenny. Out of that loss, my wife Tricia and I co-founded Attitudes In Reverse® — a nonprofit working to eliminate the stigma around mental health by bringing real education into schools.
Everything I build — from wealth management at CWMI to the AI work at RevForce to the conversations on Master Your Finances — is held together by the same idea: build things that help good people thrive, and make them ready for whatever comes next.
Credentials & Recognition
- ·CERTIFIED FINANCIAL PLANNER™ (CFP®)
- ·Certified Exit Planning Advisor® (CEPA®)
- ·Accredited Investment Fiduciary® (AIF®)
- ·Certified Youth Mental Health First Aider & Instructor
- ·Champion for Business Award
- ·Platinum Dad Award
- ·People's Choice Award
On the air
Master Your Finances.
A weekly radio show where I sit down with entrepreneurs, advisors, and operators — from first-time founders to billionaires — and ask the questions about money, work, and meaning that don't fit in a soundbite.
On Air
The Radio Show
Master Your Finances
Get in touch
Let's talk.
Whether you're a business owner thinking about an exit, a prospective guest for the show, an event organizer, or someone who just wants to connect — the door is open.
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Phone
+1 (609) 716-4700