2013 Fellowship Breakfast

Featured Speaker Guy Baker

Guy Baker
Date: June 10

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Location: Philadelphia Marriott Downtown; Liberty Ballroom/ 3rd Floor

Guy is an experienced financial planning expert, having appeared on numbers talk shows and tele-video conferences and MDRT Main Platforms. He was named by Worth Magazine, as one of the USA top 250 planners. OC Metro picked Guy as a 5 Star adviser in 2010. Guy was a founding board member of the National Association of Family Wealth Counselors a group of professionals dedicated to providing legacy and wealth planning to high net worth donors. 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. A frequent writer and speaker, Guy has spoken to advisors in more than ten countries. His most recent book “Market Tune-up” details how is has qualified for as a 40 year member of the Million Dollar Round Table and one of only 30 planners internationally to qualify more than 32 times for the Top of the Table. Other books by Guy include  “Manage Markets, Not Stocks” and “Investment Alchemy” guides to understanding modern portfolio theory; “Why People Buy“,  and “Baker’s Dozen – 13 Principles for Financial Success”, each with over 20,000 in print. His best selling booklet the “The Box”, is an easy to understand to understanding the mathematics of life insurance. He also wrote Maximize the Red Zone, a booklet on exit planning for business owners

 

Professional Awards and Affiliations

  • Guy served as President of The Million Dollar Round Table – the Premier Association of Financial Professionals with over 35,000 members in 2010.
  • Elected MDRT Foundation President in 2000.
  • Board Member, Advanced Association of Life Underwriters (AALU), a Washington D.C. based organization 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

Managing Director, BTA Advisory Group, a multi-disciplinary practice serving  wealthy families and owners of closely held businesses. BTA Advisory Group, an insurance and financial products marketing company. Each of the BTA organizations are managed by an experienced professional and partner. 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; Founder of Baker, Thomsen Associates, a compensation and benefits consulting firm; Sold in 2009 Wealth Teams Solutions, a registered investment advisor; and Baker Ronan Financial – a full service mortgage broker and investment banker

Education

BS/Economics in 1967 from Claremont McKenna College ¢MBA/Finance in 1968 from the University of Southern California. ¢Master’s in Financial Services (MSFS) ¢ Master’s in Management (MSM). In addition, ¢ Chartered Life Underwriter (CLU) in 1972 ¢Chartered Financial Consultant (ChFC) in 1981. ¢Certified Financial Planner (CFP), ¢ Registered Health Underwriter (RHU). He has also earned his Certified Family Wealth Counselor designation and is a Registered Investment Advisor. ¢ Awarded Honorary AEP Designation by the National Association of estate Planning Councils.

Community Service

Guy is Chairman of the Board of American Family Living. Elder at Grace Church also having served as Chairman of the Deacon Board. Founding Trustee for Grace Classical Academy, a K-8 private school for families seeking a Christian Classical education. Advisory Board of the Torrey Institute at Biola University.

Past Involvements

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; an Advisory Board member for the South Coast YMCA, ¢ Board member of Orange County Teen Challenge. President of the Claremont McKenna Alumni Association and served as a member of CMC’s Board of Trustees.