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2017-03-10T00:00:00.000Z

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Wrong Guy Baker?

Mr. Guy E. Baker

Founder and Owner

Wealth Teams Solutions

Direct Phone: (949) ***-****       

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Wealth Teams Solutions

15520 Rockfield Blvd. Suite G

Irvine, California 92618

United States

Company Description

Wealth Teams Solutions is a group of experienced fiduciaries. Our mission is to help investors fund their goals with a time-tested process built on three decades of academic research. ... more

Find other employees at this company (7)

Background Information

Employment History

Partner

Howard Financial & Wealth Management Inc

Managing Director

BTA Advisory Group

Chairman

American Family Insurance Group

Co Managing Director

Insight Wealth Solutions

Managing Director

BMI Consulting LLC

International Director

Alexander Beard Group Plc

President

Elected MDRT Foundation

President

Million Dollar Round Table

Affiliations

Founding Trustee
Grace Church

Board Member
Mission Hospital

Advisory Board Member
The South Coast YMCA

Member of the President's Advisory Council
Biola University

Founding Member
Global Gift Fund

Board Member
Orange County Teen Challenge

Member
CMC

Program Development Committee
MDRT Annual

Regional Chairman for the Contacts Committee
AALU Political

Founder
Thomsen Associates

Advisory Board
Torrey Institute at BIOLA University

Fellow
The Business Forum

Board Member
Association for Advanced Life Underwriting

Founder
Guy's Books

Founder
The Stewardship Alliance LLC

Member
Top of the Table

Charter Member
Kingdom Advisors

Member
The Management Council of the Ohio Education Computer Network

Member
National Association of Estate Planners & Councils

Member
Hall of Honors

Member
Premier Financial Services Organization

Representative
Main Street Securities LLC

Board Member
Aliso Viejo Health Center

Charter Member
Christian Financial Professionals Network

Board Member
Teen Challenge

MDRT Member
Court

Member of Advisory Board
IBT Financial Inc.

Founder
Business Success Institute

Member
NAIFA-Orange County

Founding Board Member
The National Association of Family Wealth Counselors

Member
Advanced Association of Life Underwriters

Education

Bachelor of Science

Economics

Claremont McKenna College

MBA

Finance

University of Southern California

PhD

Retirement and Financial Services

American College

additional Masters Degree

Management

masters of Science

Financial Services

American College in Pennsylvania

Web References (100 Total References)


Investments - Howard Financial & Wealth Management, Inc.

lancehowardfinancial.com [cached]

Over his career, Wealth TEAMS founder and owner, Guy Baker, saw families and business owners lose money using big name, investment advisors. When he discovered Modern Portfolio Theory built around the 1990 Nobel Prize winning research and data, he formed his first advisory firm, Baker Jensen Investment Advisors. His decision proved to be very beneficial to clients, resulting in consistent, long term returns and reducing volatility in turbulent markets for his investment clients.


Every monthly bill has a minimum, ...

www.woodfordcountyplanningandzoning.com [cached]

Every monthly bill has a minimum, but a great deal of times it doesn't cover the interest," says Guy Baker, a financial consultant with Wealth Group Solutions in Irvine, California.


Guy Baker, financial adviser ...

www.shipmasterlaw.com [cached]

Guy Baker, financial adviser at Wealth Teams Solutions in Irvine, Calif., recommends them as a way to diversify your investment portfolio. Automate your savings.


"Whatever you have written off as ...

www.ksdk.com [cached]

"Whatever you have written off as a percentage value of the house over a number of years has to then be added back in as taxable income when you go to sell the house," says Guy Baker, managing director at advisory firm Wealth Teams Solutions in Irvine, Calif.

"If they never sell the house, it's really a moot point," Guarino notes, but the extra tax-prep time and costs could outweigh the savings, he says.


Guy Baker, Managing Director | Wealth Teams Solutions

www.wealth-teams.com [cached]

Guy Baker, MBA, CFP®

...
You are here: Home \ About Wealth Teams Solutions \ Guy Baker, MBA, CFP®
Guy Baker, MBA, CFP®
...
Guy Baker
Founder & Managing Director, Wealth Teams Solutions
Guy Baker is the founding partner and managing director of Wealth Teams Solutions. Despite his 45 years of industry experience, Guy is always trying to better himself for the benefit of his clients. Currently, he is finishing a PhD in Retirement and Financial Services at the American College, where he is studying the newest strategies in retirement income planning.
His experience in the investment and estate planning fields is extensive. He has completed many estate plans for families with a net worth in excess of $25,000,000 working with nationally known estate planning attorneys. 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 has been featured on several CLU Tele-video Conferences.
A frequent writer and speaker, Guy has spoken to advisors in more than forty countries. His most recent book, "The Great Wealth Erosion," teaches investors how to control the four critical factors that oftentimes make or break long-term investment success. Other books Guy has written include "Investment Alchemy," a guide to stock market management; and "Baker's Dozen," which cover's Guy's thirteen fundamental principles for financial independence; each with over 20,000 in print. His best-selling work, "The Box", is an easily understood discussion about the fundamentals of life insurance. Over 500,000 copies of "The Box" have been distributed throughout the financial services industry.
Professional Affiliations
In 2006, Guy was elected secretary of the executive committee of the Million Dollar Round Table - a premier financial services organization with over 35,000 members. Guy was the Round Table's president in 2010, and the MDRT Foundation president in 2000. He is a member of Advanced Association of Life Underwriters (AALU), a Washington D.C. based organization dedicated to working with Congress to formulate industry favorable legislation. Guy is also a member of the National Association of Family Wealth Counselors and a recipient of the Pacific Life Preston Hotchkis "Distinguished Achievement Award".
...
In 1986 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 are managed by an experienced professional and partner. In addition to Wealth Teams Solutions, other organizations include 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; Economic Research Institute, a compensation and benefits consulting firm.
Education
Guy earned a Bachelor of Science in Economics in 1967 from Claremont McKenna College and an MBA in Finance in 1968 from the University of Southern California. He earned his Chartered Life Underwriter (CLU) designation in 1972 and became a Chartered Financial Consultant (ChFC) in 1981. In addition to holding his Certified Financial Planner (CFP®) designation, he holds the Master of Science in Financial Services degree (MSFS) and a Masters in Management (MSM). Guy is also a Registered Health Underwriter (RHU), a Certified Family Wealth Counselor designation and an Investment Advisor Representative (IAR).
Community Service
Guy has served on the board of the Mission Hospital Foundation, and is chairman of American Family Living. He is an elder at Grace Church where he previously served as the chairman of the deacon board. He is a founding trustee for Grace Classical Academy, a private school for families seeking a classical education. Guy has served as a major gifts fundraiser for the Orange County Center for Performing Arts and on the fund raising committee for South Coast Repertory. He is an advisory board member for the South Coast YMCA, a board member of Orange County Teen Challenge, and past president of the Claremont McKenna Alumni Association. He is also a member of CMC's board of trustees and part of the advisory board of the Torrey Institute at BIOLA University.
...
Read more about Guy: Click here

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