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Wrong Guy Baker?

Guy E. Baker

Managing Director

BTA Advisory Group

HQ Phone:  (949) 900-0099

Direct Phone: (949) ***-****direct phone

Email: g***@***.net

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

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 business...more

Find other employees at this company (23)

Background Information

Employment History

Partner

Howard Financial & Wealth Management Inc


Principal

Wealth Teams Solutions


Co Managing Director

Insight Wealth Solutions


President

Million Dollar Round Table


Program Chairman

TOT


President

Round Table's


President

Elected MDRT Foundation


Affiliations

Grace Classical Academy

Board of Trustees


Torrey Institute at BIOLA University

Advisory Board


Kingdom Advisors

Charter Member


Premier Financial Services Organization

Member


The Meckenstock Group Inc

Representative


South London

Member


Guy Baker

Founder


AALU Political

Regional Chairman for the Contacts Committee


Biola University

Member of the President's Advisory Council


Christian Financial Professionals Network

Charter Member


Teen Challenge

Board Member


Table

Continuing Qualifying Member


National Association of Insurance and Financial Advisors

Member


IBT Financial Inc.

Member of Advisory Board


Court

MDRT Member


Top

Member


Orange County Performing Arts Center

Board Member


Association for Advanced Life Underwriting

Board Member


Mission Hospital

Board Member


The National Association of Family Wealth Counselors

Founding Board Member


The South Coast YMCA

Advisory Board Member


South Coast Repertory

Fund Raising Committee


CMC's

Member


Management Council of the Ohio Education Computer Network

Member


National Association of Estate Planners & Councils

Member


Hall of Honors

Member


The Business Forum

Fellow


The Success Institute

Founder


Thomsen Associates

Founder


Global Gift Fund

Founding Member


The Stewardship Alliance LLC

Founder


Education

BS/Economics-1967

Claremont McKenna College


Bachelor of Science

Economics

Claremont McKenna College


MBA

Finance

University of Southern California


PhD

Retirement and Financial Services

American College


masters of Science

Financial Services

American College in Pennsylvania


Web References(159 Total References)


Members - BTA Advisory Group

Guy Baker
Guy Baker Guy Baker Founder & Managing Director Guy Baker is the founding partner and managing director of BTA Advisory Group. Despite... Guy Baker


Guy Baker - BTA Advisory Group

Guy Baker
Guy Baker Guy Baker Guy Baker Guy Baker Guy Baker is the founding partner and managing director of BTA Advisory Group. Despite his 45 years of industry experience, Guy is always trying to better himself for the benefit of his clients. Currently, he is finishing a PhD in Retirement and Financial Services at the American College, where he is studying the newest strategies in retirement income planning. His experience in the investment and estate planning fields 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 many 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 forty countries. His most recent book, "The Great Wealth Erosion," teaches investors how to control the four critical factors that oftentimes make or break long-term investment success. Other books Guy has written include "Investment Alchemy," a guide to stock market management; and "Baker's Dozen," which cover's Guy's thirteen fundamental principles for financial independence; each with over 20,000 in print. His best-selling work, "The Box", is an easily understood discussion about the fundamentals of life insurance. Over 500,000 copies of "The Box" 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 - a premier financial services organization with over 35,000 members. Guy was the Round Table's president in 2010, and the MDRT Foundation president in 2000. He is a member of Advanced Association of Life Underwriters (AALU), a Washington D.C. based organization dedicated to working with Congress to formulate industry favorable legislation. Guy is also a member of the National Association of Family Wealth Counselors and a recipient of the Pacific Life Preston Hotchkis "Distinguished Achievement Award". 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. In addition to BTA Advisory Group, other organizations include 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; Economic Research Institute, a compensation and benefits consulting firm. Education Guy earned a Bachelor of Science in Economics in 1967 from Claremont McKenna College and an MBA in Finance in 1968 from the University of Southern California. He earned his Chartered Life Underwriter (CLU) designation in 1972 and became a Chartered Financial Consultant (ChFC) in 1981. In addition to holding his Certified Financial Planner (CFP®) designation, he holds the Master of Science in Financial Services degree (MSFS) and a Masters in Management (MSM). Guy is also a Registered Health Underwriter (RHU), a Certified Family Wealth Counselor designation and an Investment Advisor Representative (IAR). Community Service Guy has served on the board of the Mission Hospital Foundation, and is chairman of American Family Living. He is an elder at Grace Church where he previously served as the chairman of the deacon board. He is a founding trustee for Grace Classical Academy, a private school for families seeking a classical education. Guy has served as a major gifts fundraiser for the Orange County Center for Performing Arts and on the fund raising committee for South Coast Repertory. He is an advisory board member for the South Coast YMCA, a board member of Orange County Teen Challenge, and past president of the Claremont McKenna Alumni Association. He is also a member of CMC's board of trustees and part of the advisory board of the Torrey Institute at BIOLA University. Guy Baker


BMI Consulting // Network of Consultants

The founders - Stanley Mountford / Guy Baker
Guy Baker Guy Baker's Bio Guy E. Baker, CLU, ChFC / BTA Advisory Group Guy Baker


BMI Consulting // Network of Consultants // Guy Baker

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


Guy Baker | Weatlh Teams Alliance

Guy Baker
Events Guy Baker Home / Guy Baker Guy Baker Guy Baker, MBA, CFP® Founder & Managing Director, Wealth Teams Solutions Guy Baker is the founding partner and managing director of Wealth Teams Solutions. Despite his 45 years of industry experience, Guy is always trying to better himself for the benefit of his clients. Currently, he is finishing a PhD in Retirement and Financial Services at the American College, where he is studying the newest strategies in retirement income planning. His experience in the investment and estate planning fields 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 many 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 forty countries. His most recent book, "The Great Wealth Erosion," teaches investors how to control the four critical factors that oftentimes make or break long-term investment success. Other books Guy has written include "Investment Alchemy," a guide to stock market management; and "Baker's Dozen," which cover's Guy's thirteen fundamental principles for financial independence; each with over 20,000 in print. His best-selling work, "The Box", is an easily understood discussion about the fundamentals of life insurance. Over 500,000 copies of "The Box" 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 - a premier financial services organization with over 35,000 members. Guy was the Round Table's president in 2010, and the MDRT Foundation president in 2000. He is a member of Advanced Association of Life Underwriters (AALU), a Washington D.C. based organization dedicated to working with Congress to formulate industry favorable legislation. Guy is also a member of the National Association of Family Wealth Counselors and a recipient of the Pacific Life Preston Hotchkis "Distinguished Achievement Award". 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. In addition to Wealth Teams Solutions, other organizations include 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; Economic Research Institute, a compensation and benefits consulting firm. Education Guy earned a Bachelor of Science in Economics in 1967 from Claremont McKenna College and an MBA in Finance in 1968 from the University of Southern California. He earned his Chartered Life Underwriter (CLU) designation in 1972 and became a Chartered Financial Consultant (ChFC) in 1981. In addition to holding his Certified Financial Planner (CFP®) designation, he holds the Master of Science in Financial Services degree (MSFS) and a Masters in Management (MSM). Guy is also a Registered Health Underwriter (RHU), a Certified Family Wealth Counselor designation and an Investment Advisor Representative (IAR). Community Service Guy has served on the board of the Mission Hospital Foundation, and is chairman of American Family Living. He is an elder at Grace Church where he previously served as the chairman of the deacon board. He is a founding trustee for Grace Classical Academy, a private school for families seeking a classical education. Guy has served as a major gifts fundraiser for the Orange County Center for Performing Arts and on the fund raising committee for South Coast Repertory. He is an advisory board member for the South Coast YMCA, a board member of Orange County Teen Challenge, and past president of the Claremont McKenna Alumni Association. He is also a member of CMC's board of trustees and part of the advisory board of the Torrey Institute at BIOLA University.


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