Acceptance Speech

WEALTH COUNSELING

A sophisticated Wealth Coach, Guy has extensive experience in financial planning, investments and life insurance. With over 50 years in the industry, 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. He was selected in 2019 as the 78th recipient of the John Newton Russell Award, the Financial Industry’s highest honor. Guy helped found the National Association of FamilyWealth Counselors dedicated to helping high net worth families build legacy. He has lectured at various estate planning council meetings, spoken at CLU Institutes and was featured on six CLU Conferences. A frequent writer, speaker and quoted media source, Guy has lectured in more than 40 countries.A prolific writer, his most recent book “Simple Simple Simple Simple Retirement MathRetirement MathRetirement MathRetirement Math” follows “The Great Wealth ErosionThe Great Wealth ErosionThe Great Wealth ErosionThe Great Wealth Erosion” which details four factors investors must manage to improve portfolio performance. Other books include “Manage Markets, Not “Manage Markets, Not “Manage Markets, Not “Manage Markets, Not Stocks”Stocks”Stocks”Stocks” and “Investment AlchemyInvestment AlchemyInvestment AlchemyInvestment Alchemy” both are guides to understanding modern portfolio theory. He also wrote “Market Market Market Market TuneTuneTuneTune—-upupupup”, “Why People BuyWhy People BuyWhy People BuyWhy People Buy”, and “Baker’s DozenBaker’s DozenBaker’s DozenBaker’s Dozen – 13 13 13 13 Principles for FinaPrinciples for FinaPrinciples for FinaPrinciples for Financial Successncial Successncial Successncial Success”, each with over 50,000 in print. His bestselling booklet “The BoxThe BoxThe BoxThe Box”, an easily understood guide to the mathematics of life insurance. He also wrote Maximize the Red ZoneMaximize the Red ZoneMaximize the Red ZoneMaximize the Red Zone, a guide for business succession

DR. GUY E. BAKER

Guy served as the 84th President of The Million Dollar Round Table – an 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)
  • Served two terms as President, National Association of Family Wealth Counselors.
  • Awarded Pacific Life’s Preston Hotchkiss “Distinguished Achievement Award”.
  • Elected to National Association of Estate Planning Council Hall of Fame 2005.
  • GAMA Man of the year – Orange County.

Guy established and manages three entities developed to address the Three Circles of Wealth for High Net Worth Families.

  • The Wealth Teams Alliance – a Registered Investment Advisor
  • BTA Advisory Group – a risk management company specializing in insurance and retirement.
  • BMI Consulting, a managing consulting firm helping business transition ownership.

Internationally recognized as one of the World’s Top Financial Professionals, Guy has qualified for MDRT 50 times and as a member Top of the Table 42 times.

  • 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).
  • Chartered Life Underwriter (CLU) in 1972
  • Chartered Financial Consultant (ChFC) in 1981.
  • Certified Financial Planner (CFP),
  • Registered Health Underwriter (RHU). Earned a Certified Family WealthCounselor designation and is a Registered Investment Advisor.
  • AEP Distinguished awarded by the National Association of Estate Planning Councils.
  • Doctorate (PhD) in Financial and Retirement Planning in 2018.
Current Involvement
  • An 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.

Guy Baker was selected as one of the Top 250 Advisors in the country by Worth Magazine and has been selected seven times as a Five Star Professional in Orange County.

Speaking

The Box

Investing and Ethics

Investing and Risk

Life Insurance

Compound Interest

Paying Off Debt

Contact Details

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