Guy Baker, Managing Director, BTA Advisory Group
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This profile was last updated on 7/17/14 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

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


  • 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



  • 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 ...
147 Total References
Web References
BMI Consulting // Network of Consultants // Guy Baker, 4 June 2014 [cached]
Guy Baker | Guy Baker's Bio
Guy Baker | Guy Baker's Bio
The founders - Stanley Mountford / Guy Baker
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
Questioned on the leap into fiction, ..., 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, 12 Feb 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.
Dean McCormick, MBA, CPA, Insight Wealth Strategies, Personal CFO Entrepreneurs, 5 Aug 2014 [cached]
Guy Baker CFP®
Guy Baker
Guy Baker, CFP® is Of Counsel to Insight Wealth Strategies.
He has over 40 years of experience in financial services industry and is focused on a multi-disciplinary practice serving wealthy families and entrepreneurs. He received his BS in Economics from Claremont McKenna College and an MBA in Finance from the University of Southern California. He also earned a Masters in Financial Services and is currently working on a PhD from the American College.
Guy is very active in the community, including serving a Chairman of the Board of American Family Living and is an elder at Grace Church in Laguna Niguel. He and his wife Colleen enjoy their four children and 10 grandchildren along with golf, theatre and music.
Biography: Guy Baker, 5 July 2007 [cached]
Guy E. Baker
Guy E. Baker
BTA Advisory Group15520 Rockfield BoulevardBuilding GIrvine, CA 92618
bio : Guy Baker
Guy Baker has over 40 years of experience working with high net worth families, helping them cope with the myriad of questions and concerns they are constantly dealing with.A well known financial professional, speaker and author in Orange County, California, Guy has traveled around the globe sharing his values and concepts with audiences, large and small.Guy has saved hundreds of individuals significant expenses, taxes and fees by showing them how to plan and invest wisely.Through his creative planning skills, Guy has redirected over $100,000,000 of federal estate taxes to philanthropic causes his clients cared about.
Guy is a Certified Financial Planner and a Certified Family Wealth Counselor, a designation he earned with David Nicholas CPA, his partner.They spent 3 years taking classes and then passed a stringent exam requiring expertise in the emotional, social and financial aspects of wealth.In addition, they had to receive recommendations from several clients who would testify to the value of their experience.
Guy started his career in the financial services industry while in college.After earning his BS in Economics and MBA in Finance, Guy formed his own company to build, protect and preserve the wealth of businessowners and high net worth families.Guy has worked with several Fortune 50 companies as well as local family held enterprises.Regardless of size, Guy has always found a way to help the clients achieve their objectives.His primary focus today is helping with inter-generational wealth transfer using philanthropic strategies to achieve these objectives.Guy has had practical experience with charitable organizations, having served as President of the MDRT Foundation and is currently President of the Board for American Family Living.
Guy and Colleen live in San Juan Capistrano.They have been married since 1967.They have four children (3 married) and 10 grandchildren.Their family focus is helping to pass on their values to the next generation using many of the same tools Guy uses to help his clients.We invite you to spend an hour, at no expense to you, and see for yourself if Guy and Dave can help you achieve your financial objectives.
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