# Kurt Baker

> Private wealth manager (CFP® · CEPA® · AIF®) helping small and middle-market business owners build a Freedom Ready Business. Host of Master Your Finances radio show. Co-founder of Attitudes In Reverse®.

## Who is Kurt Baker?

Kurtis "Kurt" Baker is a private wealth manager based in Princeton, NJ. He serves successful small and middle-market business owners and families through Certified Wealth Management & Investment LLC (CWMI), where he is a partner.

## Credentials

- CFP® (Certified Financial Planner™) — CFP Board. Verify: https://www.cfp.net/verify-a-cfp-professional
- CEPA® (Certified Exit Planning Advisor®) — Exit Planning Institute. Verify: https://exit-planning-institute.org/member-detail/kurtis-baker
- AIF® (Accredited Investment Fiduciary®) — Fi360 (Broadridge). Verify: https://www.fi360.com/app/designee/search

## Roles and Ventures

- **Certified Wealth Management & Investment LLC (CWMI)** — Private Wealth Manager. https://www.cwmi.us
- **Certified Wealth Mortgage & Investment** — Principal. https://www.cwmi.us
- **Master Your Finances** — Host. Weekly radio show featuring entrepreneurs, advisors, and operators. https://masteryourfinances.us
- **Freedom Ready Business** — Founder. The framework and community for owners building companies that give them freedom to live, lead, scale, and exit on their own terms. https://freedomreadybusiness.com
- **Kurtis Baker Speaks** — Speaker. Keynotes on building a Freedom Ready Business, leadership, and life after loss. https://kurtisbakerspeaks.com
- **RevForce** — Founder. AI virtual receptionist ("Rachel") for service businesses. https://revforce.ai
- **Attitudes In Reverse®** — Co-Founder (with wife Tricia). Nonprofit eliminating stigma around mental health through school-based education. Founded in memory of son Kenny Baker. https://air.ngo

## Office

101 College Rd E, Ste 2
Princeton, NJ 08540
+1 (609) 716-4700

## Booking

- General meeting: https://link.revforce.ai/widget/bookings/meet-with-kurt
- Discovery call: https://link.revforce.ai/widget/bookings/discovery-meeting-with-kurtis-baker
- Coffee meeting: https://link.revforce.ai/widget/bookings/kurt/coffee
- Breakfast meeting: https://link.revforce.ai/widget/booking/puxyNUwGONRDwtTRUDny
- Lunch meeting: https://link.revforce.ai/widget/booking/cLlotxW8Uss8ANCA3WZE

## Awards and Recognition

- Champion for Business Award
- Platinum Dad Award
- People's Choice Award
- Certified Youth Mental Health First Aider & Instructor

## Personal Story

In 2010, Kurt and his wife Tricia lost their son Kenny. Out of that loss they co-founded Attitudes In Reverse® to bring real mental health education into schools and eliminate the stigma that prevents people from seeking help.

## Topics of Expertise

- Wealth management for business owners
- Comprehensive financial planning
- Exit planning and business value acceleration
- Fiduciary investment advice
- Freedom Ready Business framework
- Speaking on entrepreneurship, leadership, and life after loss
- Mental health advocacy and education

## Contact

- Site: https://kurtisbaker.com
- LinkedIn: https://www.linkedin.com/in/kurtisbaker/
- YouTube: https://www.youtube.com/@kurtisbaker
- X / Twitter: https://x.com/kurtisbaker
- Instagram: https://www.instagram.com/thekurtbaker/
- Facebook: https://www.facebook.com/kurtis.baker/