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Wrong Guy Baker?

Guy E. Baker

Managing Director

BTA Advisory Group

HQ Phone:  (949) 900-0099

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

Email: g***@***.net

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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.

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


Co Managing Director

Insight Wealth Solutions


Affiliations

Mission Hospital

Board Member


Grace Church

Founding Trustee


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


BMI Consulting LLC

Founder


Thomsen Associates

Founder


Mission Hospital

Numerous Boards and Committees


Upward Bound Inc

Board Member


Orange County Teen Challenge

Board Member


CMC's

Member


MDRT Annual

Program Development Committee


Advanced Association of Life Underwriters

Board Member


AALU Political

Regional Chairman for the Contacts Committee


Teen Challenge

Board Member


Table

Continuing Qualifying Member


Guy's Books

Founder


Top of the Table

Member


Kingdom Advisors

Charter Member


Premier Financial Services Organization

Member


Main Street Securities LLC

Representative


Christian Financial Professionals Network

Charter Member


Court

MDRT Member


IBT Financial Inc.

Member of Advisory Board


NAIFA-Orange County

Member


Torrey Institute at BIOLA University

Advisory Board


The Business Forum

Fellow


Association for Advanced Life Underwriting

Board Member


The Stewardship Alliance LLC

Founder


The Management Council of the Ohio Education Computer Network

Member


National Association of Estate Planners & Councils

Member


Hall of Honors

Member


Business Success Institute

Founder


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(187 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

plantoretirekansas.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 // The Founders

www.bmiconsulting.com [cached]

The founders - Stanley Mountford / Guy Baker
Stanley and Guy co-founded BMI Consulting, LLC in 1993. Guy actively works with the professional community to market and explain the concepts and determine the best strategy for the client. Guy is a life member of the Top of the Table, with over 26 qualifications. He has written several books and spoken to numerous industry organizations. Guy started in the financial services field in 1966 after graduating from Claremont McKenna College. He holds an MBA in Finance from the University of Southern California. He is also a Certified Financial Planner and holds a Masters in Financial Services. Guy started BTA Advisory Group in 1977 and services compensation and benefit plans for over 100 privately held corporations. As a veteran analyst and business planner, Guy is well known for his ability to simplify complex tax and financial strategies; thus, insuring a level of comfort and confidence for the concerned business owner or officer.


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