Guy BakerBTA Advisory Group
Founder & Managing Director
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.
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.
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).
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.
Check the background of this investment professional on FINRA's BrokerCheck