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2016-03-07T00:00:00.000Z

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Wrong Guy Baker?

Mr. Guy Baker E.

Managing Director

BTA Advisory Group

Direct Phone: (800) ***-**** ext. ***       

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 dedicated to a specific piece of our clients' financial puzzles. We understand that time is ... more

Find other employees at this company (18)

Background Information

Employment History

Chairman
American Family Insurance Group

President
Million Dollar Round Table

Affiliations

Founding Trustee
Grace Church

Advisory Board
Torrey Institute at BIOLA University

Advisory Board Member
The South Coast YMCA

Member
CMC

Board Member
Advanced Association of Life Underwriters

Founder
Thomsen Associates

Fellow
The Business Forum

Member
Accredited Estate Planner

Charter Member
Kingdom Advisors

Representative
Main Street Securities LLC

Board Member
Aliso Viejo Health Center

Charter Member
Christian Financial Professionals Network

Member
NAIFA-Orange County

MDRT Member
Court

Member of Advisory Board
IBT Financial Inc.

Founding Board Member
The National Association of Family Wealth Counselors

Board Member
Orange County Teen Challenge

Board Member
Mission Hospital

Regional Chairman for the Contacts Committee
AALU Political

Founding Member
Global Gift Fund

Board Member
Association for Advanced Life Underwriting

Founder
The Stewardship Alliance LLC

Member
Management Council

Board Member
Teen Challenge

Founder
Business Success Institute

Member
National Association of Estate Planners & Councils

Member
Hall of Honors

Education

Bachelor of Science
Economics
Claremont McKenna College

MBA
Finance
University of Southern California

MBA
finance
University of Southern California , Los Angeles

PhD
Retirement and Financial Services
American College

additional Masters Degree
Management

masters of Science
Financial Services
American College in Pennsylvania

Web References (189 Total References)


Guy Baker, Managing Director | Wealth Teams Solutions

www.wealth-teams.com [cached]

Guy Baker, MBA, CFP®

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You are here: Home \ About Wealth Teams Solutions \ Guy Baker, MBA, CFP®
Guy Baker, MBA, CFP®
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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".
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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.
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Read more about Guy: Click here


AEP Hall of Fame - NAEPC

www.naepc.org [cached]

Guy E. Baker, CLU, ChFC, CFP, MSFS, MSM, RHU, CRWC, AEP® BTA Advisory Group


NAEPC - Distinguished Accredited Estate Planners

www.naepc.org [cached]

Guy E. Baker, CLU, ChFC, CFP, MSFS, MSM, RHU, CRWC, AEP® BTA Advisory Group

Guy's experience in the business planning and estate planning field is extensive. He has completed many estate plans for families with a net worth in excess of $25,000,000 working with Tim Voorhees, a nationally known estate planning attorney. 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 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, including serving twice as a Divisional Vice President. He has also been a chairman of several committees and task forces, most recently selected as the MDRT representative on an industry task force focused on addressing significant industry distribution problems. 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 will be President in 2010. Guy has 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.
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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 is on the Board of the Mission Hospital Foundation. He is also on the Corporate Leadership Board for 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 also 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 has 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 recently asked to serve on the Advisory Board of the Torrey Institute at BIOLA University. 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.
Guy Baker BTA Advisory Group 15520 Rockfield Blvd. Suite G Irvine, California 949-900-0099 guy@bmiconsulting.com


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.


Our Team : BTA Advisory Group

btagroup.net [cached]

Guy Baker

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Guy Baker Managing Director

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