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This profile was last updated on 8/2/15  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Guy E. Baker

Wrong Guy E. Baker?

Business Succession and Investmen...

Phone: (310) ***-****  
Local Address:  Laguna Hills , California , United States
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

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
190 Total References
Web References
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
Guy Baker : BTA Advisory Group
btagroup.net [cached]
Guy Baker
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Guy Baker
Department:Managing Director
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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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