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Dr. Guy E. Baker

WEALTH COUNSELING

Guy 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.

Guy 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 40 countries.

A 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.

PROFESSIONAL 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.

PROFESSIONAL EXPERIENCE

Guy 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 40 times.

EDUCATION

 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.

COMMUNITY SERVICE

 Elder at Grace Church in Laguna Niguel, Ca.  Member Past Presidents Council MDRT.  Board Member Global Teen Challenge International.

PAST INVOLVEMENT

 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.

PERSONAL

Guy has been married to Colleen since 1967 and they live in San Juan Capistrano where they have four children and six grandchildren.

 

 

 

 

 

 

 

 

  Telephone 888-264-7658 // Fax 949-900-0096 // Address 15520 Rockfield Blvd., Suite G Irvine, California 92618

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