is an experienced Wealth Coach, with extensive experience in financial
planning, investments and life insurance. With over 50 years of
experience, Guy has been featured on numerous talk shows and tele-video
conferences, including speaking several times on the MDRT Main
Platform. He was named by Worth Magazine, as one of the USA’s top 250
planners and by 5 Star Professional as a 5 Star adviser.
helped found the National Association of Family Wealth Counselors
dedicated to providing legacy and wealth planning to high net worth
families. He has lectured at various estate planning council meetings,
spoken at many CLU Institutes and was featured on six CLU Conferences.
A frequent writer and speaker, Guy has spoken to advisors in more than
prolific writer, his most recent book “Simple Retirement Math” follows
“The Great Wealth Erosion” which details four factors investors must
manage to improve portfolio performance. Other books include “Manage
Markets, Not Stocks” and "Investment Alchemy" both are guides
to understanding modern portfolio theory. He also wrote “Market
Tune-up”, "Why People Buy", and "Baker's Dozen - 13
Principles for Financial Success", each with over 50,000 in print.
His bestselling booklet “The Box”, an easily understood guide to the
mathematics of life insurance. He also wrote “Maximize the Red Zone”, a
guide for business owners.
AWARDS AND AFFILIATIONS
Guy served as the 84th President of The Million Dollar Round Table –
the Premier Association of Financial Professionals with over 65,000
members in 70 countries. President MDRT Foundation in 2000.
Past Board Member, Advanced Association of Life Underwriters
(AALU), working with Congress to formulate industry responsive
legislation. Served two terms as President, National
Association of Family Wealth Counselors. Awarded Pacific
Life’s Preston Hotchkis "Distinguished
Achievement Award". Elected to National Association of
Estate Planning Council Hall of Fame 2005.
manages several entities developed to address the Three Circles of
Wealth for High Net Worth Families. The Wealth Teams Alliance
– a Registered Investment Advisor Managing Director, BTA
Advisory Group – a risk management company specializing in insurance
and retirement. BMI Consulting, a managing consulting firm
helping business transition ownership. Co-manager with Dean
McCormick CPA – Insight Wealth Solutions, LP – a multi-disciplinary
practice acting as a wealth coach for HNW families and businesses.
Internationally recognized as one of the World’s Top Financial
Professionals, qualifying for MDRT 48 times and member Top of the Table
BS/Economics 1967 from Claremont McKenna College MBA/Finance 1968 from the
University of Southern California. Master's
degree in Financial Services (MSFS) Master's in Management
(MSM). Chartered Life Underwriter (CLU) 1972
Chartered Financial Consultant (ChFC) 1981.
Certified Financial Planner (CFP) Registered Health
Underwriter (RHU). Certified Family Wealth Counselor
designation. Registered Investment Advisor. AEP
Distinguished awarded by the National Association of Estate Planning
Councils. Doctorate in Financial and Retirement Planning 2018.
From the American College.
Elder at Grace Church in Laguna Niguel, Ca. Member Past
Presidents Council MDRT. Board Member Global Teen Challenge
Guy served as Board Chairman for American Family Living. Board
member of the Mission Hospital Foundation. Major gifts
committee for the Orange County Center for Performing Arts.
Fund raising committee for South Coast Repertory. Advisory
Board member for the South Coast YMCA. Board member of Orange
County Teen Challenge. President of the Claremont McKenna
Alumni Association Member of CMC's Board of Trustees. Founding
Trustee Grace Classical Academy. President’s Council BIOLA
University Regional Board Member Link’s International.
has been married to Colleen since 1967 and they live in San Juan Capistrano
where they have four children and six grandchildren.