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 @ BTA Advisory Group
- 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 - University of Southern California - 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
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 1 emails and 2 mobile phone numbers on RocketReach.
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Guy Baker
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Irvine, CA, US
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