Guy Baker Location
- Irvine, CA, US
Guy Baker Work
- 1992 - now Managing Director @ Wealth Teams Alliance, LLC
- 2020 - now Certified Professional Coach @
- 1986 - now Managing Director @
- 2006 - 2011 MDRT Past President 2010, Past President MDRT Foundation 2000 @
- 1992 - 2011 Managing Director @ BMI Consulting
- 2000 - 2010 Past President @ National Association of Family Wealth Counselors
Guy Baker Education
- The American College of Financial Services
A PhD in Financial and Retirement Planning (Investment Analysis and Retirement Distributions)
2013 - 2018 - The American College of Financial Services
MSFS Masters in Financial Services; MSM in Management (Wealth Management)
1981 - 1983 - USC Marshall School of Business
MBA - Masters in Business Administration (Finance)
1967 - 1968 - Claremont McKenna College
BS (Economics)
1963 - 1967
Guy Baker Skills
- Wealth Management
- Finance
- Financial Planners
- Life Insurance
- Management
- Small Business
- Estate Planning
- Insurance
- Portfolio Management
- Retirement Planning
- Employee Benefits
- Succession Planning
- Investments
- Wealth Accumulation
- Investment Management
- Financial Advisory
- Strategic Financial Planning
- Wealth
- Wealth Management Services
- Retirement
- Income Protection
- Financial Services
- High Net Worth Individuals
- Disability Insurance
- Asset Management
- Investment Advisory
- Mutual Funds
- Investment Strategies
- Leadership
- Fixed Annuities
- Pensions
- IRAs
- 401k
- Asset Allocation
- Personal Finance
- Personal Financial Planning
- Inheritance Tax Planning
- Trusts
- Long-term Care
- Estate Tax Planning
- Business Planning
- Critical Illness
- Strategy
- Series 7
- Securities
- Term Life Insurance
- Series 65
- Series 63
- Alternative Investments
- ETFs
Guy Baker Summary
- Guy Baker, based in Irvine, CA, US, is currently a Managing Director at Wealth Teams Alliance, LLC. Guy Baker brings experience from previous roles at Diversified Professional Coaching, LLC, BTA Advisory Group, Million Dollar Round Table and BMI Consulting. Guy Baker holds a 2013 - 2018 A PhD in Financial and Retirement Planning in Investment Analysis and Retirement Distributions @ The American College of Financial Services. With a robust skill set that includes Wealth Management, Finance, Financial Planners, Life Insurance, Management and more. Guy Baker has 2 emails and 2 mobile phone numbers on RocketReach.
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