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2017-02-17T00:00:00.000Z

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Wrong Guy Baker?

Mr. Guy E. Baker

Managing Director

BTA Advisory Group

Direct Phone: (949) ***-****       

Email: g***@***.net

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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 bus ... more

Find other employees at this company (20)

Background Information

Employment History

President

Million Dollar Round Table

Chairman

American Family Insurance Group

Co Managing Director

Insight Wealth Solutions

Managing Director

Wealth Teams Solutions

Managing Director

BMI Consulting LLC

International Director

Alexander Beard Group Plc

President

Elected MDRT Foundation

Affiliations

Founding Trustee
Grace Church

Member of the President's Advisory Council
Biola University

Active Member
Advanced Association of Life Underwriters

Founder
Thomsen Associates

Fellow
The Business Forum

Founder
Guy's Books

Charter Member
Kingdom Advisors

Member
Premier Financial Services Organization

Representative
Main Street Securities LLC

Charter Member
Christian Financial Professionals Network

MDRT Member
Court

Member of Advisory Board
IBT Financial Inc.

Member
NAIFA-Orange County

Board Member
Mission Hospital

Founding Board Member
The National Association of Family Wealth Counselors

Advisory Board Member
The South Coast YMCA

Founding Member
Global Gift Fund

Board Member
Orange County Teen Challenge

Member
CMC

Program Development Committee
MDRT Annual

Regional Chairman for the Contacts Committee
AALU Political

Advisory Board
Torrey Institute at BIOLA University

Board Member
Association for Advanced Life Underwriting

Founder
The Stewardship Alliance LLC

Member
Top of the Table

Member
The Management Council of the Ohio Education Computer Network

Member
National Association of Estate Planners & Councils

Member
Hall of Honors

Board Member
Aliso Viejo Health Center

Board Member
Teen Challenge

Founder
Business Success Institute

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 (97 Total References)


Guy Baker

www.seskansas.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.


CFSG Board

eagape.org [cached]

*Guy E. Baker Chairman BTA Advisory Group 877-282-4768 Cell: 949-244-1900 Fax: 949-900-0247 15520 Rockfield Blvd Suite G Irvine, CA 92618 guy@btagroup.net


Our Team : BTA Advisory Group

btagroup.net [cached]

Guy Baker

...
Guy Baker Managing Director


Guy Baker : BTA Advisory Group

btagroup.net [cached]

Guy Baker

...
Guy Baker
Department:Managing Director
...
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.


Guy Baker

bakerjensen.com [cached]

Guy Baker

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You are here: Home \ About \ Guy Baker
Guy Baker
WEALTH COUNSELING
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 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 several 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 five countries. His most recent book “Market Tune-up� is a recounting of lessons he learned that helped him stay Top of the Table. Other books Guy has written include "Investment Alchemy," a guide to stock market management; "Why People Buy," and "Baker's Dozen - 13 Principles for Financial Success"; each with over 20,000 in print. His best sales idea is “The Box�, an easily understood discussion about the fundamentals of life insurance. Over 500,000 pieces 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 â€" the Premier Financial Services Organization with over 35,000 members. Guy is scheduled to be President in 2010. MDRT Foundation President in 2000.
...
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. 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. BTA Advisory Group remains primarily an insurance and financial products marketing company.
EDUCATION
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 (ChFC) in 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). Guy has earned his Certified Family Wealth Counselor designation and is a Registered Investment Advisor.
COMMUNITY SERVICE
Guy serves on the Board of the Mission Hospital Foundation, and is Chairman of American Family Living. Guy is an Elder at Grace Church after serving as Chairman of the Deacon Board. He is a Founding Trustee for Grace Classical Academy, a private school for families seeking a classical education. Guy 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; 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. He recently accepted an invitation to serve on the Advisory Board of the Torrey Institute at BIOLA University.

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