Need more? Try out  Advanced Search (20+ criteria)»

logo

Last Update

This profile was last updated on 6/22/2017 and contains contributions from the  Zoominfo Community.

is this you? Claim your profile.

Wrong Guy Baker?

Guy E. Baker

Managing Director

BTA Advisory Group

HQ Phone:  (949) 900-0099

Direct Phone: (949) ***-****direct phone

Email: g***@***.net

GET ZOOMINFO GROW

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions.

I agree to the  Terms of Service and  Privacy Policy. I understand that I will receive a subscription to ZoomInfo Grow at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

THANK YOU FOR DOWNLOADING!

computers
  • 1.Download
    ZoomInfo Grow
    v sign
  • 2.Run Installation
    Wizard
  • 3.Check your inbox to
    Sign in to ZoomInfo Grow

I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

BTA Advisory Group

15520 Rockfield Blvd. Suite G

Irvine, California,92618

United States

Company Description

BTA Advisory Group is focused on allowing business owners to focus on what matters most for them - keeping their business successful. In order to do that, we do not have a "Size Ten Shoe" approach. We do not have any one size fits all solution for any business...more

Background Information

Employment History

President

Million Dollar Round Table


President

Claremont McKenna College


Managing Director

BMI Consulting LLC


Chairman

American Family Insurance Group


Co Managing Director

Insight Wealth Solutions


International Director

Alexander Beard Group Plc


President

Elected MDRT Foundation


Affiliations

Grace Church

Founding Trustee


Mission Hospital

Board Member


The National Association of Family Wealth Counselors

Founding Board Member


The South Coast YMCA

Advisory Board Member


Biola University

Member of the President's Advisory Council


Global Gift Fund

Founding Member


Thomsen Associates

Founder


Wealth Teams Solutions

Founder


Orange County Teen Challenge

Board Member


CMC's

Member


Advanced Association of Life Underwriters

Board Member


AALU Political

Regional Chairman for the Contacts Committee


Teen Challenge

Board Member


Top of the Table

Member


Torrey Institute at BIOLA University

Advisory Board


Premier Financial Services Organization

Member


The Business Forum

Fellow


Association for Advanced Life Underwriting

Board Member


Guy's Books

Founder


The Stewardship Alliance LLC

Founder


Kingdom Advisors

Charter Member


The Management Council of the Ohio Education Computer Network

Member


National Association of Estate Planners & Councils

Member


Hall of Honors

Member


Main Street Securities LLC

Representative


Aliso Viejo Health Center

Board Member


Christian Financial Professionals Network

Charter Member


Court

MDRT Member


IBT Financial Inc.

Member of Advisory Board


Business Success Institute

Founder


NAIFA-Orange County

Member


Education

BS/Economics-1967

Claremont McKenna College


Bachelor of Science

Economics

Claremont McKenna College


MBA

Finance

University of Southern California


PhD

Retirement and Financial Services

American College


masters of Science

Financial Services

American College in Pennsylvania


Web References(170 Total References)


Our Team : BTA Advisory Group

btagroup.net [cached]

Guy Baker
Guy Baker Managing Director


About Us : BTA Advisory Group

btagroup.net [cached]

Founded by Guy Baker in 1986, BTA Advisory Group was developed to meet a specific need.
The need is this: We have discovered that most people are so busy with being successful, they have little time or patience for the fast rate of change within realm of retirement planning and financial services in general. BTA Advisory Group is expert and skilled in helping these successful and busy entrepreneurs and executives organize, assess, and ultimately realign ther varied assets they hold in their 3 Circles. Through the vision and experience of Guy Baker, BTA has emerged as one of the most successful management-consulting firms in America.


Guy Baker

seskansas.com [cached]

Guy Baker
Guy helped found the National Association of Family Wealth Counselors and was a founding Board Member in The Stewardship Alliance - a group of professionals dedicated to providing legacy and wealth planning to high net worth donors to Christian ministries. He completed the Professional Mentoring Program in 1999 and has lectured at various estate planning council meetings, spoken at many CLU Institutes and was featured on a several CLU Televideo Conferences. Guy formed BTA Advisory Group, a multi-disciplinary organization serving the needs of wealthy families and owners of closely held businesses. Each of BTA's sister organizations is managed by an experienced professional and partner. The services include The Stewardship Advisors, an estate and legacy planning consulting firm; BMI Consulting, a national management consulting firm specializing in the succession and compensation issues and problems facing closely-held businesses; Baker, Thomsen Associates, a compensation and benefits consulting firm; Baker Jensen Investment Advisors, a registered investment advisor; and BTA Advisory Group, an insurance and financial products marketing company. Guy holds a BS/Economics in 1967 from Claremont McKenna College and an MBA/Finance in 1968 from the University of Southern California. Guy earned his Chartered Life Underwriter (CLU) in 1972 and became a Chartered Financial Consultant 1981. He also holds a Master's degree in Financial Services (MSFS) and Master's in Management (MSM). In addition, Guy is a Certified Financial Planner (CFP), and a Registered Health Underwriter (RHU). He has also earned his Certified Family Wealth Counselor designation and Registered Investment Advisor. Guy earned Life and Qualifying membership in the Top of the Table (TOT) in 1977 and has qualified consistently ever since. The TOT is a membership category of the Million Dollar Round Table (MDRT) an organization Guy first joined in 1970, his first full year in the insurance industry. Guy has served on numerous MDRT committees, as a member or Chairman, including serving twice as a Divisional Vice President. Guy also served five times on the MDRT Annual Program Development Committee and was the TOT Program Chairman in 1995. In 2006, Guy was elected Secretary of The Executive Committee of The Million Dollar Round Table - the Premier Financial Services Organization with over 35,000 members. Guy is now the 2010 President. Guy served as MDRT Foundation President in 2000. The MDRTF is a national foundation with assets over $10,000,000. MDRTF disburses over $1,500,000 annually to qualifying community projects. He was a founding member of The Global Gift Fund and initiated several other Foundation programs that helped it reach the Focus 2000 objective. Guy is an active member of the Advanced Association of Life Underwriters (AALU), a Washington D.C. based organization dedicated to working with Congress to formulate industry favorable legislation. Since qualifying to join AALU in 1977, he has been elected to the Board of Directors and served as the Regional Chairman for the AALU Political Contacts Committee. Guy served on the Board of the National Association of Family Wealth Counselors. He was elected President, serving two terms while helping to build the association into a national organization. Guy has received many financial industry awards, including the Pacific Life Preston Hotchkis "Distinguished Achievement Award", which resulted in a $10,000 gift Guy designated to be used to purchase land in Mexico for Mexican Christian Missions. Guy has received many financial industry awards, including the Pacific Life Preston Hotchkis "Distinguished Achievement Award", which resulted in a $10,000 gift Guy designated to be used to purchase land in Mexico for Mexican Christian Missions. In his community, Guy is an Elder in Grace Church after serving as Chairman of the Deacon Board. He is also a Founding Trustee for Grace Classical Academy, a private school for families seeking a classical education. Guy serves as Chairmen of American Family Living and was on the Board of the Mission Hospital Foundation until recently. He also serves as a member of the President's Advisory Council at Biola University. Over the years, Guy has served in many capacities - including Chairman of the Board for Mexican Christian Missions in San Diego, an organization which develops and supports over 60 churches and pastors throughout Mexico. He served as a major gifts fund-raiser for the Orange County Center for Performing Arts and on the fund raising committee for South Coast Repertory. He also served as an Advisory Board member for the South Coast YMCA, a Board member of Orange County Teen Challenge and worked with many other civic and community organizations including Past President of the Claremont McKenna Alumni Association and a member of CMC's Board of Trustees. He was founder of the Claremont McKenna Alumni Association's Commercial Affiliates, a networking organization for the alumni. A frequent writer and speaker, Guy has spoken to advisors in more than five countries. His most recent book is "Market Tune-up" a recounting of lessons he learned that helped him stay Top of the Table. In addition, Guy wrote "Investment Alchemy" a guide to stock market management. Other books by Guy include, "Why People Buy", "Baker's Dozen - 13 Principles for Financial Success", each with over 20,000 in print. His best sales idea is The Box, an easy to understand discussion about the fundamentals of life insurance, having distributed over 500,000 pieces throughout the financial services industry. In addition, he has developed several seminar packages to educate 401(k) investors plus an 8 cassette seminar training album called "Market Tune-up", to assist professional agents in their quest to increase productivity and re-engineer their practice. Guy and Colleen have been married since 1967 and live in San Juan Capistrano where they have four children and ten grandchildren.


BMI Consulting // Network of Consultants

www.bmiconsulting.com [cached]

The founders - Stanley Mountford / Guy Baker
Guy Baker Guy Baker's Bio Guy E. Baker, CLU, ChFC / BTA Advisory Group Guy Baker


BMI Consulting // Network of Consultants // Guy Baker

www.bmiconsulting.com [cached]

The founders - Stanley Mountford / Guy Baker
Guy E. Baker, CLU, ChFC / BTA Advisory Group Guy is Managing Director of BTA Advisory Group, a Newport Beach, California based management consulting firm specializing in the issues and problems facing closely held businesses since 1986. He is also the Managing Director of Baker, Thomsen Associates, a compensation and benefits consulting firm specializing in closely held businesses. Guy graduated from Claremont McKenna College (BS/Economics-1967) and the University of Southern California (MBA Finance-1968). He was Manager of Pacific Mutual's USC campus office for two years before becoming a full time agent in 1970. Guy earned his Chartered Life Underwriter (CLU) in 1972 and Chartered Financial Consultant in 1981. He also holds a Master's degree in Financial Services (MSFS) and Master's in Management (MSM). In addition, he is a Certified Financial Planner (CFP), and an RHU (Registered Health Underwriter). He has taught five continuing education classes in the financial planning program at UCI. A Life and Qualifying member of the Million Dollar Round Table [MDRT] since 1970, he has also been a continuing qualifying member of the Top of the Table (made up of the top 500 international agents) since 1977. Guy was Divisional Vice President of the Business and Education Division for Million Dollar Round Table in 1995-96. He has served as chairman of several MDRT committees and task forces, most recently the Productivity task force. He was appointed Divisional Vice President for Member Administration in 1984. Guy was on the Program Development Committee for four years and also served on the TOT Advisory Board for 3 years and as the 1988 Program Chairman. He is an active member in the Advanced Association of Life Underwriters, a Washington D.C. based organization dedicated to working with Congress in the formulation of industry favorable legislation. Since joining AALU, he was elected to the Board of Directors and is currently Regional Chairman for the AALU Political Contacts Committee. Guy has received many industry awards, including the Pacific Mutual Preston Hotchkis "Distinguished Achievement Award", which resulted in a $10,000 gift to Mexican Christian Missions.. He has been recognized as Pacific Mutual's Agent of the Year as well as the Orange County Agent of the Year. He served as President of the Orange County Life Underwriter's Association and as a regional LUPAC Trustee. Recently he was inducted into the Pacific Mutual Hall of Honor recognizing his 30 years of leadership among Pacific Mutual agents. Guy was elected as Class A Director for the MDRT Foundation, a national charity serving local communities throughout the US. He also acts as Chairman of the Board for Mexican Christian Missions in San Diego, an organization which supports over 60 churches and pastors throughout Mexico. He was a major gifts fund-raiser for the Orange County Center for Performing Arts and served on the fund raising committee for South Coast Repertory. In the past, he has been on the Advisory Board for the South Coast YMCA and a Board member of Teen Challenge. In addition, he has worked with many other civic and community organizations including serving as President of the Claremont McKenna Alumni Association and as a member of CMC's Board of Trustees. He was founder of the Claremont McKenna Alumni Association's Commercial Affiliates, a networking organization for the alumni. A frequent writer and speaker, Guy has spoken in 5 countries. He just published his fourth book, "Investment Alchemy", his other books "Why People Buy. and "Baker's Dozen - 13 Principles for Financial Success" have now reached over 10,000 in print. The Box, an easy to understand discussion about the fundamentals of life insurance, has over 50,000 in circulation. In addition, he has developed an 8 cassette seminar training album, called "Market Tuneup", to assist professional agents in their quest to increase productivity. Guy has been married to Colleen since 1967 and they live in San Juan Capistrano where they have four children and six grandchildren. Guy Baker


Similar Profiles

city

Browse ZoomInfo's Business
Contact Directory by City

city

Browse ZoomInfo's
Business People Directory

city

Browse ZoomInfo's
Advanced Company Directory