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This profile was last updated on 1/2/16  and contains information from public web pages and contributions from the ZoomInfo community.

Managing Director

Phone: (949) ***-****  HQ Phone
Email: g***@***.net
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

  • MBA , Finance
    University of Southern California
  • BS , Economics
    Claremont McKenna College
  • Masters , Financial Services
  • PhD
    American College
124 Total References
Web References
Our Team : BTA Advisory Group
btagroup.net, 2 Jan 2016 [cached]
Guy Baker
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Guy Baker Managing Director
Fellowship of the Business Forum Institute
www.bizforum.org, 15 Nov 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.
Estate Planning Author Guy ...
www.insurancenewsnet.com, 23 June 2008 [cached]
Estate Planning Author Guy Baker to Share Secrets of Building Assets for High-Net-Worth Clients at BPA Symposium July 22-24 in San Diego Loading...Estate Planning Author Guy Baker to Share Secrets of Building Assets for High-Net-Worth Clients at BPA Symposium July 22-24 in San Diego - - insurancenewsnet.com
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Estate Planning Author Guy Baker to Share Secrets of Building Assets for High-Net-Worth Clients at BPA Symposium July 22-24 in San Diego
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SAN DIEGO--(BUSINESS WIRE)--June 23, 2008--Guy Baker, renowned financial industry author, will explain how to "manage markets, not stocks" to build clients' assets with reduced risk while increasing absolute growth at the fourth annual BPA Symposium, July 22-24 at the Omni Hotel in San Diego.The founder of BMI Consulting, Baker will offer tips on measuring risk, setting clients' expectations, and attracting high-net-worth clients.
The symposium was created by Best Practices of America (BPA), a group of multi-disciplinary advisors who represent the financial industry's best.It was designed as a forum for advisors to share ideas, build relationships and broaden their client base.
One key to successful investing is the efficient gathering of assets, according to Baker, a 30-year member of the Top of the Table and the president-elect of the Million Dollar Roundtable.In his talk, he will explain the difference between active and passive management and how to generate meaningful conversations with wealthy clients about their account performance.
Guy Baker : BTA Advisory Group
btagroup.net, 2 Jan 2016 [cached]
Guy Baker
...
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.
Grace Church / About Us / Our Leadership
www.gracechurchlagunaniguel.org, 29 Aug 2015 [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.
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