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This profile was last updated on 5/19/2017 and contains contributions from the  Zoominfo Community.

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Wrong Guy Baker?

Guy E. Baker

Chairman

American Family Insurance Group

HQ Phone:  (608) 249-2111

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

Email: g***@***.com

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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.

American Family Insurance Group

6000 American Parkway

Madison, Wisconsin,53783

United States

Company Description

Based in Madison, Wis., American Family Insurance offers auto insurance, homeowners insurance, life insurance, health insurance, business and farm/ranch insurance in 19 states. American Family insurance is the nation's third-largest mutual property/casualty in... more

Find other employees at this company (18,263)

Background Information

Employment History

President

Million Dollar Round Table


Managing Director

BTA Advisory Group


President

Claremont McKenna College


Managing Director

BMI Consulting LLC


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


Wealth Teams Solutions

Founder


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


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(130 Total References)


Dean McCormick, MBA, CPA, Insight Wealth Strategies, Personal CFO Entrepreneurs

insightwealthlp.com [cached]

Guy Baker CFP®
Guy Baker Guy Baker, CFP® is Of Counsel to Insight Wealth Strategies. He has over 40 years of experience in financial services industry and is focused on a multi-disciplinary practice serving wealthy families and entrepreneurs. He received his BS in Economics from Claremont McKenna College and an MBA in Finance from the University of Southern California. He also earned a Masters in Financial Services and is currently working on a PhD from the American College. Guy is very active in the community, including serving a Chairman of the Board of American Family Living and is an elder at Grace Church in Laguna Niguel. He and his wife Colleen enjoy their four children and 10 grandchildren along with golf, theatre and music.


About us | Weatlh Teams Alliance

www.informyou.com [cached]

Guy Baker
Events After 45 years of industry experience, the Principal of our firm, Guy E. Baker, embodies the ideal of lifelong learning. By the end of 2015, Guy will have earned his PhD in Financial and Retirement Planning. Guy Baker, CFP, CLU, ChFC, MSFS, MSM, RHU, CRWC, AEP Guy Baker Guy's experience in the business planning and estate planning field is extensive. He has completed over 20 estate plans for families with a net worth in excess of $25,000,000 in the last 5 years working with nationally known estate planning attorneys...


Pastor, Elders, and Deacons |

www.gracechurchlagunaniguel.org [cached]

Elder: Guy Baker
Guy and Colleen have been married since 1967 and have 4 children and 10 grandchildren. In addition to being an Elder of Grace Church, he also is a founding Board member of Grace Classical Academy. Guy has been active in the community for many years, serving on numerous boards and committees, including the Foundation Board at Mission Hospital, Laguna Niguel YMCA, Chairman of Mexico Christian Missions and Chairman of American Family Living. Guy recently served as President of the Million Dollar Round Table, an international organization with 30,000 members in 75 countries. He is ranked among the top 30 in the industry and has a financial services practice in Irvine. He was recently recognized as one of the top 250 wealth planners in the US by Worth Magazine. Guy holds a Bachelor of Science degree from Claremont McKenna College in Economics, a MBA from University of Southern California in finance, a Masters in Financial Services and a Masters in Management from the American College in Bryn Mawr, Pennsylvania. Guy is a well know author and speaker, having lectured in 15 countries and written more than 6 books, having spoken to audiences around the world on Christian financial principles as well as accepted wealth planning strategies.


Dean McCormick, MBA, CPA, Insight Wealth Strategies, Personal CFO Entrepreneurs

insightwealthlp.com [cached]

Guy Baker CFP®
Guy Baker Guy Baker, CFP® is Of Counsel to Insight Wealth Strategies. He has over 40 years of experience in financial services industry and is focused on a multi-disciplinary practice serving wealthy families and entrepreneurs. He received his BS in Economics from Claremont McKenna College and an MBA in Finance from the University of Southern California. He also earned a Masters in Financial Services and is currently working on a PhD from the American College. Guy is very active in the community, including serving a Chairman of the Board of American Family Living and is an elder at Grace Church in Laguna Niguel. He and his wife Colleen enjoy their four children and 10 grandchildren along with golf, theatre and music.


Biography: Guy Baker

www.advisorsinphilanthropy.org [cached]

Guy E. BakerGuy E. BakerBTA Advisory Group15520 Rockfield BoulevardBuilding GIrvine, CA 92618bio : Guy BakerGuy Baker has over 40 years of experience working with high net worth families, helping them cope with the myriad of questions and concerns they are constantly dealing with.A well known financial professional, speaker and author in Orange County, California, Guy has traveled around the globe sharing his values and concepts with audiences, large and small.Guy has saved hundreds of individuals significant expenses, taxes and fees by showing them how to plan and invest wisely.Through his creative planning skills, Guy has redirected over $100,000,000 of federal estate taxes to philanthropic causes his clients cared about.Guy is a Certified Financial Planner and a Certified Family Wealth Counselor, a designation he earned with David Nicholas CPA, his partner.They spent 3 years taking classes and then passed a stringent exam requiring expertise in the emotional, social and financial aspects of wealth.In addition, they had to receive recommendations from several clients who would testify to the value of their experience.Guy started his career in the financial services industry while in college.After earning his BS in Economics and MBA in Finance, Guy formed his own company to build, protect and preserve the wealth of businessowners and high net worth families.Guy has worked with several Fortune 50 companies as well as local family held enterprises.Regardless of size, Guy has always found a way to help the clients achieve their objectives.His primary focus today is helping with inter-generational wealth transfer using philanthropic strategies to achieve these objectives.Guy has had practical experience with charitable organizations, having served as President of the MDRT Foundation and is currently President of the Board for American Family Living.Guy and Colleen live in San Juan Capistrano.They have been married since 1967.They have four children (3 married) and 10 grandchildren.Their family focus is helping to pass on their values to the next generation using many of the same tools Guy uses to help his clients.We invite you to spend an hour, at no expense to you, and see for yourself if Guy and Dave can help you achieve your financial objectives.


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