Guy Baker, Managing Director, BTA Advisory Group
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This profile was last updated on 3/18/15 and contains information from public web pages and contributions from the ZoomInfo community.
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Managing Director

BTA Advisory Group
15520 Rockfield Blvd. Suite G
Irvine , California 92618
United States

Company Description: BTA Advisory Group is one of many companies in a network founded by Guy Baker. Guy has founded several business over the course of his career. Each of these are...   more
Background

Employment History

Board Memberships and Affiliations

  • 1977 President
    Orange County Association of Insurance and Financial Advisors
  • 1977 President
    Orange County Association of Insurance and Financial Advisors
  • Elder
    Grace Church
  • President
    American Family Living Inc
  • President
    Mexican Christian Missions
  • Registered Representative
    Bennett Ross
  • Board Member
    Mission Hospital
  • Founding Trustee
    Grace Classical Academy

Education

  • Masters , Management
    American College in Bryn Mawr
  • Masters , Financial Services
    American College
  • BS/Economics-1967
    Claremont McKenna College
  • Master's degree , Financial Services
  • MBA Finance-1968
    University of Southern California
  • MBA , Finance
    University of Southern California

Certifications

Biography

  • Guy is an experienced financial planning expert, having appeared on numbers talk shows and tele-video conferences and MDRT Main Platforms. He was named by Worth Magazine, as one of the USA top 250 planners. OC Metro picked Guy as a 5 Star adviser in ...
149 Total References
Web References
BMI Consulting // Network of Consultants // Guy Baker
www.bmiconsulting.com, 18 Mar 2015 [cached]
Guy Baker | Guy Baker's Bio
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Guy Baker | Guy Baker's Bio
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The founders - Stanley Mountford / Guy Baker
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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
Guy Baker is a Fellow of ...
www.bizforum.org, 27 Jan 2015 [cached]
Guy Baker is a Fellow of The Business Forum Institute. He is the Managing Director of BMI Consulting, a national consulting group with offices in several major cities. Guy graduated from Claremont McKenna College (BS/Economics-1967) and the University of Southern California (MBA Finance-1968). Guy earned the Chartered Life Underwriter (CLU) in 1972 and Chartered Financial Consultant in 1981. Guy holds a Master's degree in Financial Services (MSFS), a Masters in Management (MSM) and an RHU (Registered Health Underwriter). He is also a Certified Family Wealth Counselor (CRWC). An accomplished speaker, Guy has spoken all over the world. He has written several books, including " Why People Buy," " Investment Alchemy" and "Baker's Dozen - 13 Principles for Financial Success. " The BOX™, a discussion about the fundamentals of life insurance, has sold over 50,000 copies. In addition, he has developed an 8 cassette business training album, called " Market Tune-up", to assist professional agents in their quest to increase sales productivity. Guy was selected as one of 250 Worth Magazine Advisors - Nationwide and as one of the 5 star advisors in Orange County.
Questioned on the leap into fiction, ...
www.ashlandwi.com, 24 Aug 2007 [cached]
Questioned on the leap into fiction, Guy Baker, the president and founder of Standel, responded, "We feel that "NearFall" meets a need in the young reader market.
...
While the appeal to the wrestling community is obvious, Baker believes that "NearFall" will resonate with kids from all walks of life.
Grace Church / About Us / Our Leadership
www.gracechurchlagunaniguel.org, 25 Oct 2014 [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.
Guy Baker : BTA Advisory Group
btagroup.net, 8 Mar 2015 [cached]
Guy Baker
...
Guy Baker
Wealth Counseling
Guy is an experienced business and estate planner with over forty years of consulting experience. He designs efficient estate tax plans for wealthy families. Also a business succession and investment specialist, 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 several CLU Institutes and was featured on six CLU Tele-video Conferences. Guy was named by Worth Magazine as one of the Nation's top 250 planners.
A frequent writer and speaker, Guy has spoken to advisors in more than five countries. His most recent book "Market Tune-up" recounts the lessons learned that have helped him remain one of the top 30 planners internationally according to the Million Dollar Round Table. Other books Guy has written include "Investment Alchemy" a guide to modern portfolio theory; "Why People Buy", and "Baker's Dozen - 13 Principles for Financial Success", each with over 20,000 in print. His best selling article is the "The Box", an easy to understand discussion about the fundamentals of life insurance, having distributed over 750,000 pieces throughout the financial services industry.
Professional Affiliations
In 2006, Guy was elected to the Executive Committee of The Million Dollar Round Table - the Premier Financial Services Organization with over 35,000 members. and in 2010 served as President. Guy served as MDRT Foundation President in 2000. Guy is a Board 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. Guy is a member of the National Association of Family Wealth Counselors, and he was awarded Pacific Life Preston Hotchkis "Distinguished Achievement Award. He was also selected by Worth Magazine as one of their 250 nationally ranked advisors.
Professional Experience
Guy is Managing Director BTA Advisory Group, a multi-disciplinary organization serving the needs of wealthy families and owners of closely held businesses. Each of BTA's organizations is managed by an experienced professional and partner. Guy is also a part of 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, Founder of Baker, Thomsen Associates, a compensation and benefits consulting firm sold in 2009, and a partner in Baker Jensen Investment Advisors, a registered investment advisor.
Education
Guy holds a BS/Economics in 1967 from Claremont McKenna College and an MBA/Finance in 1968 from the University of Southern California. He also holds a Master's degree in Financial Services (MSFS) and Master's in Management (MSM). In addition, Guy earned his Chartered Life Underwriter (CLU) in 1972 and became a Chartered Financial Consultant (ChFC) in 1981. He is a Certified Financial Planner (CFP), and a Registered Health Underwriter (RHU). He has also earned his Certified Family Wealth Counselor designation and is a Registered Investment Advisor.
Community Service
Guy serves as Chairman of the Board of American Family Living. He is an Elder at Grace Church after serving as Chairman of the Deacon Board. He is also a Founding Trustee for Grace Classical Academy, a k-8 private school for families seeking a classical education. In addition, he serves on Advisory Board of the Torrey Institute at Biola University.
Guy has served as a Board member of Mission Hospital Foundation, as a major gifts fund-raiser for the Orange County Performing Arts and on the fund raising committee for South Coast Repertory; as an Advisory Board member for the South Coast YMCA, a Board member of Orange County Teen Challenge. Guy is a past President of the Claremont McKenna Alumni Association and a member of CMC's Board of Trustees.
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