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2016-04-28T00:00:00.000Z

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Wrong Guy Baker?

Mr. Guy E. Baker

Managing Director

BMI Consulting LLC

HQ Phone: (949) 900-0099

Email: g***@***.com

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BMI Consulting LLC

15520 Rockfield Blvd. Suite G

Irvine, California 92618

United States

Company Description

BMI Consulting, LLC is a business advisor to business. The focus is to assess, design and implement "excellent" solutions for our clients. Through our research, proactive problem analysis, and creative solutions, BMI offers ethical, efficient, and effecti ... more

Find other employees at this company (5)

Background Information

Employment History

Senior Estate Solutions LLC

President

Million Dollar Round Table

Managing Director

BTA Advisory Group

Managing Director

Wealth Teams Solutions

Co Managing Director

Insight Wealth Solutions

Managing Director

Alexander Beard USA

Affiliations

Founding Trustee
Grace Church

Active Member
Advanced Association of Life Underwriters

Member of the President's Advisory Council
Biola University

Founder
Guy's Books

Founder
Thomsen Associates

Fellow
The Business Forum

Member
Top of the Table

Member
Premier Financial Services Organization

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.

Board Member
Orange County Teen Challenge

Board Member
Mission Hospital

Founding Board Member
The National Association of Family Wealth Counselors

Advisory Board Member
The South Coast YMCA

Member
CMC

Program Development Committee
MDRT Annual

Regional Chairman for the Contacts Committee
AALU Political

Founding Member
Global Gift Fund

Advisory Board
Torrey Institute at BIOLA University

Numerous Boards and Committees
Mission Hospitals Inc

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 (170 Total References)


Fellowship of the Business Forum Institute

www.bizforum.org [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.


The Most Popular Wealth Management Articles of 2013 - CEG Worldwide

www.cegworldwide.com [cached]

One of the most popular insurance and wealth protection pieces we published this year was our interview with Guy Baker of BMI Consulting and Tim Voorhees of Matsen Voorhees about split dollar plans.

...
As Baker and Voorhees explained, a split dollar plan can be used to finance estate taxes, buy-sell arrangements or meaningful supplemental retirement benefits for executives and their heirs.
...
Guy Baker may have summed it up best.


Our panelists this month and in ...

www.lifehealthpro.com [cached]

Our panelists this month and in the upcoming webcast are Guy E. Baker, MSFS, CLU; Tom Fowler, CLU, LUTCF; and E. Dennis Zahrbock.

...
Guy E. Baker, MSFS, CLU, of Irvine, Calif., is the founder of BMI Consulting, a multi-disciplinary organization serving the needs of wealthy families and owners of closely held businesses. He is a 42-year MDRT member with 34 Top of the Table qualifications. He has served in numerous MDRT leadership positions, including president in 2010. Additionally, Baker is an Excalibur Knight of the MDRT Foundation and served as its president in 2000. He also served as a board member of AALU and is a past president of the Orange County Association of Insurance and Financial Advisors.
...
Guy E. Baker, MSFS, CLU: Back in the early '70s, my manager, Ralph Brown, told me I should get into the business market.
...
Baker: I would like to say that I am 100 percent focused on exit planning, but that is not the case.
...
Baker: Exit planning is a team sport.
...
Baker: Our greatest strength is perspective.
...
Baker: Find a successful agent who has already learned the market and join forces.
...
Baker: I have identified two succession strategies and am pursuing them simultaneously.


Our panelists this month and in ...

www.lifehealthpro.com [cached]

Our panelists this month and in the upcoming webcast are Guy E. Baker, MSFS, CLU; Tom Fowler, CLU, LUTCF; and E. Dennis Zahrbock.

...
Guy E. Baker, MSFS, CLU, of Irvine, Calif., is the founder of BMI Consulting, a multi-disciplinary organization serving the needs of wealthy families and owners of closely held businesses. He is a 42-year MDRT member with 34 Top of the Table qualifications. He has served in numerous MDRT leadership positions, including president in 2010. Additionally, Baker is an Excalibur Knight of the MDRT Foundation and served as its president in 2000. He also served as a board member of AALU and is a past president of the Orange County Association of Insurance and Financial Advisors.
...
Guy E. Baker, MSFS, CLU: Back in the early '70s, my manager, Ralph Brown, told me I should get into the business market.
...
Baker: I would like to say that I am 100 percent focused on exit planning, but that is not the case.
...
Baker: Exit planning is a team sport.
...
Baker: Our greatest strength is perspective.
...
Baker: Find a successful agent who has already learned the market and join forces.
...
Baker: I have identified two succession strategies and am pursuing them simultaneously.


Our panelists this month and in ...

www.lifehealthpro.com [cached]

Our panelists this month and in the upcoming webcast are Guy E. Baker, MSFS, CLU; Tom Fowler, CLU, LUTCF; and E. Dennis Zahrbock.

...
Guy E. Baker, MSFS, CLU, of Irvine, Calif., is the founder of BMI Consulting, a multi-disciplinary organization serving the needs of wealthy families and owners of closely held businesses. He is a 42-year MDRT member with 34 Top of the Table qualifications. He has served in numerous MDRT leadership positions, including president in 2010. Additionally, Baker is an Excalibur Knight of the MDRT Foundation and served as its president in 2000. He also served as a board member of AALU and is a past president of the Orange County Association of Insurance and Financial Advisors.
...
Guy E. Baker, MSFS, CLU: Back in the early '70s, my manager, Ralph Brown, told me I should get into the business market.
...
Baker: I would like to say that I am 100 percent focused on exit planning, but that is not the case.
...
Baker: Exit planning is a team sport.
...
Baker: Our greatest strength is perspective.
...
Baker: Find a successful agent who has already learned the market and join forces.
...
Baker: I have identified two succession strategies and am pursuing them simultaneously.

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