A complete list of active advisors currently associated with Certified Wealth Management & Investment LLC

Warmer can help you find a great advisor at Certified Wealth Management & Investment LLC or one who fits your needs even better.

Certified Wealth Management & Investment LLC serves individual and high‑net‑worth clients with investment supervisory services, financial planning, and advisory consulting. The firm prepares an Investment Policy Statement for each client and documents objectives, tax considerations, time horizon, and risk tolerance as the basis for portfolio decisions. The firm’s investment process uses fundamental analysis and tailored asset allocation, deploying mutual funds, ETFs, equities, fixed income, REITs, private placements and insurance products with both long‑term and short‑term purchase strategies. For discretionary portfolios the adviser generally requires written discretionary authority, provides regular portfolio monitoring, and delivers quarterly custodial reporting. What is distinctive in the brochure is the principal’s outside business activities: he is a licensed insurance agent and operates affiliated mortgage/financial services entities, and representatives may earn commissions on insurance product sales (the firm discloses this potential conflict and notes clients are not required to purchase through affiliated representatives). The firm also participates in Charles Schwab’s institutional program and routinely recommends SEI and Schwab for custody, while including real‑estate‑linked investments such as REITs and private placements in its investment roster.

To learn more about the advisors currently working at Certified Wealth Management & Investment LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kurtis Baker	Princeton, NJ	13

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