Guy E. Baker

GUY E. BAKER,MSFS, CFP, MBA

WEALTH COUNSELING

Guy is an experienced business and estate planner with over forty years of consulting experience. He designs efficient estate tax plans for wealthy families. Also a business succession and investment specialist, 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 several CLU Institutes and was featured on a six CLU Tele-video Conferences. Guy was named by Worth Magazine as one of the Nation’s top 250 planners.

A frequent speaker, Guy has spoken to advisors in more than 25 countries. His most recent book “Market Tune-up” recounts the lessons learned placing him among the top 30 planners internationally according to the Million Dollar Round Table. Other books Guy has written include "Investment Alchemy" a guide to modern portfolio theory; "Why People Buy", and "Baker's Dozen - 13 Principles for Financial Success." His best seller is the “The Box”, an easy to understand discussion about the mathematics f life insurance.

PROFESSIONAL AFFILIATIONS

Guy served as the President of The Million Dollar Round Table – the Premier Financial Services Organization with over 35,000 members in 2010. Served as MDRT Foundation President in 2000 Board Member, Advanced Association of Life Underwriters (AALU), a Washington D.C. based organization dedicated to working with Congress to formulate industry favorable legislation. National Association of Family Wealth Counselors Awarded Pacific Life Preston Hotchkis "Distinguished Achievement Award".He was also selected by Worth Magazine as one of their 250 nationally ranked advisors.

PROFESSIONAL EXPERIENCE

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 organizations are managed by an experienced professional and partner. The 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; Baker Jensen Investment Advisors, a registered investment advisor; and BTA Advisory Group, an insurance and financial products marketing company. Founder, Baker, Thomsen Associates, a compensation and benefits consulting firm Founder, Wealth Teams, LLC, a Registered Investment Advisory Firm

EDUCATION

Guy holds a BS/Economics in 1967 from Claremont McKenna College and an MBA/Finance in 1968 from the University of Southern California. He also holds a Master's degree in Financial Services (MSFS) and Master's in Management (MSM). In addition, Guy earned his Chartered Life Underwriter (CLU) in 1972 and became a Chartered Financial Consultant (ChFC) in 1981. He is a Certified Financial Planner (CFP), and a Registered Health Underwriter (RHU). He has also earned his Certified Family Wealth Counselor designation and is a Registered Investment Advisor and is an Accredited Estate Planner (AEP).

COMMUNITY SERVICE

Guy serves on the Board of Trustees for Grace Classical Academy, a private school he helped start in 2003 serving students K-8 seeking a classical education. He is also an Elder at Grace Church, having also served as Chairman of the Deacons for several years. Guy served on the Board of the Mission Hospital Foundation, and is Chairman of the Board of American Family Living.

Guy was on the major gifts committee for the Orange County Center for Performing Arts and also worked on the fund raising committee for South Coast Repertory. He was on the Advisory Board member for the South Coast YMCA, a Board member of Orange County Teen Challenge and is a past President of the Claremont McKenna Alumni Association also serving as a member of CMC's Board of Trustees. He currently serves on the Advisory Board of the Torrey Institute at BIOLA University.

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