Wealth Counseling
Guy is a life insurance and wealth consultant with over fifty years of experience. As a frequent writer and speaker, he has addressed advisors in more than thirty countries, appeared on numerous talk shows and tele-video conferences, and spoken several times from the Main Platform of the Million Dollar Round Table (MDRT). He has lectured at various estate planning council meetings, spoken at several CLU institutes, and was featured at six CLU conferences.
His most recent book, The Great Wealth Erosion, details the four factors investors need to manage to improve their portfolio performance. Other books written by Guy include Manage Markets, Not Stocks and Investment Alchemy, which are both guides to understanding Modern Portfolio Theory. He also wrote Market Tune-Up, Why People Buy, Baker’s Dozen – 13 Principles for Financial Success, and Maximize the RedZone, a guide for business owners. His bestselling booklet is The Box, an easily understood guide to the mathematics of life insurance.
Professional Awards & Affiliations
Served as the 84th President of the Million Dollar Round Table (MDRT) – the premier association of financial professions with over 66,000 members in 72 countries – and has qualified for the same organization 48 times.
Recipient of the 77th John Newton Russell Award (2019). The highest honor given by the financial services industry to an individual who has demonstrated high achievement and merit as an advisor, volunteer, and servant leader. Given annually by the National Association of Insurance and Financial Advisors (NAIFA).
Recipient of the Norman G Levine Live Achievement Award by the California State NAIFA Chapter. Guy is the 40th advisor in California to receive this honor.
One of only fifteen members of the Top of the Table (TOT) to qualify more than forty times
President of MDRT Foundation in 2000
Board Member, Advanced Association of Life Underwriters (AALU), Washington D.C based, working with Congress to formulate industry-responsive legislation
Two-term President, National Association of Family Wealth Counselors, which he helped found
Pacific Life’s Preston Hotchkis “Distinguished Achievement Award,” 1971 & 1995
Elected to the National Association of Estate Planning Council Hall of Fame, 2005
Named by Worth Magazine as one of the USA’s top 250 financial planners, 2010
Chosen by OC Metro as a 5-Star Advisor five times, 2012-2018
Professional Experience
Manages several entities developed to address the three circles of wealth of high net worth (HNW) families.
Co-manager, Insight Wealth Solutions, LP – a multi-disciplinary practice acting as wealth consultants for HNW families and businesses.
President, Associates in Insurance Concepts, Inc dba BTA Advisory Group – a risk management consulting firm specializing in life insurance and 401(k)s
Managing Director, BMI Consulting, LLC – a national management consulting firm addressing the problems facing closely held businesses, succession, executive compensation, and transition strategies
President, Baker-Mountford Insurance Services, Inc.
President, Wealth Teams Alliance – a Registered Investment Advisory firm (RIA).
Education
Bachelor of Science in Economics (BS) in 1967 from Claremont McKenna College
Master of Business Administration in Finance (MBA) in 1968 from the University of Southern California
Master of Financial Services (MSFS) in 1983 from The American College
Master of Management (MSM) in 1984 from The American College
Doctor of Philosophy in Financial and Retirement Planning (PhD) in 2018 from The American College
Charted Life Underwriter (CLU) 1972
Certified Financial Planner (CFP) 1981
Accredited Estate Planner (AEP), Distinguished
Community Service
Chairman of the Board, American Family Living
Elder, Grace Church in Laguna Niguel, CA
Founding Trustee, Grace Classical Academy, a private school for families seeking a Christian classical education
President’s Council, Biola University
Regional Board Member, Link’s International
Past Involvements
Board Member, Mission Hospital Foundation
Major Gifts Committee, Orange County Center for Performing Arts
Fund Raising Committee, South Coast Repertory Theater
Advisory Board Member, South Coast YMCA
President, Claremont McKenna Alumni Association
Board of Trustees Member, Claremont McKenna College
To Contact Guy
STREET ADDRESS: 15520 Rockfield Blvd, Suite G, Irvine, CA 92618
TOLL-FREE: 877.282.4768
PHONE: 949.900.0099
FAX: 949.900.0247
EMAIL: guy@wealth-teams.com
WEBSITES: