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Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, Email & Phone Number

I am a Wealth Coach, helping clients find efficient and ethical solutions to their financial questions and concerns. Also, I am also a Certified Professional Coach and a Certified Exit Planning Advisor. at Diversified Professional Coaching, LLC
Location: Irvine, California, United States 6 work roles 4 schools
1 work email found @bmiconsulting.com 9 phones found area 949, 714, and 865 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email g****@bmiconsulting.com
Direct phone (949) ***-****
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Role
I am a Wealth Coach, helping clients find efficient and ethical solutions to their financial questions and concerns. Also, I am also a Certified Professional Coach and a Certified Exit Planning Advisor.
Location
Irvine, California, United States

Who is Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp,? Overview

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Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, is listed as I am a Wealth Coach, helping clients find efficient and ethical solutions to their financial questions and concerns. Also, I am also a Certified Professional Coach and a Certified Exit Planning Advisor. at Diversified Professional Coaching, LLC, based in Irvine, California, United States. AeroLeads shows a work email signal at bmiconsulting.com, phone signal with area code 949, 714, 865, and a matched LinkedIn profile for Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp,.

Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, previously worked as Managing Director at Wealth Teams Alliance, Llc and Certified Professional Coach at Diversified Professional Coaching, Llc. Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, holds Bs, Economics from Claremont Mckenna College.

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Email format at Diversified Professional Coaching, LLC

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*@bmiconsulting.com
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AeroLeads found 1 current-domain work email signal for Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp,. Compare company email patterns before reaching out.

Profile bio

About Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp,

As a Wealth and Business Coach, our professional advisors help clients build and retain wealth in numerous ways. The following is a partial list of how we can help you achieve your financial goals:1. We provide professional coach to help them bring clarity and accountability to their most critical objectives. 2. We help businessowners structure their succession plan using tax efficient methods for converting capital gains into tax free cash flow.3. We can eliminate 100% of any CAPITAL GAINS taxes due on the sale of a Capital Asset, but we have to talk BEFORE there is a signed LOI. 4. We help clients build substantial TAX FREE income for life from tax savings. Imagine if you could build generational wealth for you and your family, all exempt from tax and protected from creditors and lawsuits.5. Our services make finding a 1031 exchange property unnecessary. You won't have to use a 1031 facilitator. Our solutions are elegant, legal, simple and easy to implement and manage.6. We finance insurance purchases that reduce premium costs by 50% or more. 7. Your tax savings will be creditor proof and exempt from lawsuits. For health care professionals, all proceeds from the sale of any capital asset can be protected from professional liability.8. You can build a tax deductible retirement income outside of ERISA and without having to include other employees. The income is tax exempt.9. Depending on the facts and circumstances, we will help reduce your personal income taxes on your retirement income. It is quite possible you could reduce your personal income taxes by 30-50% using our Wealth Builder Solution.The Wealth Builder Solution has been audited numerous times by the IRS and reviewed by the DOJ.. If you follow the tax rules detailed within the tax code, you can be confident your Private Bank will pass legal scrutiny. If you are audited, we will defend you at no added cost, if you played by the rules.Call us. we are here to help you keep more of what you have earned and built. As stewards of money, our goal is to protect wealth and help you derive more benefit to pursue your passions. We have nearly 100 years of combined experience working with clients. Many of our clients had situations similar to yours, so we don't have to charge for research and innovation. Find out if your profile fits our Wealth Teams Solutions.Blessings and joy!Guy

Listed skills include Retirement Planning, Estate Planning, Retirement, Wealth Management, and 46 others.

Current workplace

Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp,'s current company

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Diversified Professional Coaching, LLC
Diversified Professional Coaching, Llc
I am a Wealth Coach, helping clients find efficient and ethical solutions to their financial questions and concerns. Also, I am also a Certified Professional Coach and a Certified Exit Planning Advisor.
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6 roles · 26 years

Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, work experience

A career timeline built from the work history available for this profile.

Managing Director

Current
Wealth Teams Alliance, Llc

WTA utilizes the strong research and data based onfive Nobel Prizes given for market and investment metrics and behavior. We use this research to find the Efficient Frontier. We use the EF to build portfolios for individuals, pension plans, 401ks, trusts and foundations. We have used the tenants of Modern Portfolio Theory and the Efficient Frontier since.

Apr 1992 - Present

Certified Professional Coach

Current

Orlando, FL, US

As a Certified Professional Coach we are trained to help our clients derive clarity and accountability related to specific issues and objectives that have yet to be fully realized. Our role is to help you identify your optimum opportunity and then develop a game plan to achieve it. We then walk with you through the process and help you define and maintain.

Mar 2020 - Present

Managing Director

Current
Bta Advisory Group

BTA provides wealth and risk strategies for businessowners and their families. We coordinate the THREE CIRCLES of Wealth - Wealth Accumulation, Wealth Succession and Wealth Preservation. Our Clients are so BUSY being successful they don't have time to effectively monitor and manage their three circles. BTA acts as the conductor and helps coordinate the.

Jun 1986 - Present

Mdrt Past President 2010, Past President Mdrt Foundation 2000

Park Ridge, Illinois, US

A Worldwide organization with 85,000 members in 60 countries, Guy served as President in 2010. He was also President of the MDRT Foundation and served three years on the Advisory Board of Top of the Table - a select group of advisors who rank among the top 0.1% of all financial and insurance advisors worldwide. Guy has been a member of this group for 44.

Sep 2006 - Aug 2011

Managing Director

Bmi Consulting

BMI Consulting offers the only tax deductible executive compensation strategy that rewards top performing leaders. For this purpose, BMI created Capital Split Dollar, a unique, tax efficient way to fund retirement for business owners and their highly compensated executives. BMI also helps business owners find the most tax efficient transition strategies.

Jan 1992 - Jan 2011

Past President

National Association Of Family Wealth Counselors

Helped to build the organization by setting governance and planning annual meeting. Recruited new members

2000 - 2010 ~10 yrs
4 education records

Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, education

Bs, Economics

Claremont Mckenna College

Msfs Masters In Financial Services; Msm In Management, Wealth Management

The American College Of Financial Services

A Phd In Financial And Retirement Planning, Investment Analysis And Retirement Distributions

The American College Of Financial Services

Mba - Masters In Business Administration, Finance

Usc Marshall School Of Business
FAQ

Frequently asked questions about Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp,

Quick answers generated from the profile data available on this page.

What company does Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, work for?

Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, works for Diversified Professional Coaching, LLC.

What is Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp,'s role at Diversified Professional Coaching, LLC?

Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, is listed as I am a Wealth Coach, helping clients find efficient and ethical solutions to their financial questions and concerns. Also, I am also a Certified Professional Coach and a Certified Exit Planning Advisor. at Diversified Professional Coaching, LLC.

What is Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp,'s email address?

AeroLeads has found 1 work email signal at @bmiconsulting.com for Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, at Diversified Professional Coaching, LLC.

What is Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp,'s phone number?

AeroLeads has found 9 phone signal(s) with area code 949, 714, 865 for Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, at Diversified Professional Coaching, LLC.

Where is Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, based?

Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, is based in Irvine, California, United States while working with Diversified Professional Coaching, LLC.

What companies has Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, worked for?

Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, has worked for Wealth Teams Alliance, Llc, Diversified Professional Coaching, Llc, Bta Advisory Group, Million Dollar Round Table, and Bmi Consulting.

How can I contact Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp,?

You can use AeroLeads to view verified contact signals for Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, at Diversified Professional Coaching, LLC, including work email, phone, and LinkedIn data when available.

What schools did Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, attend?

Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, holds Bs, Economics from Claremont Mckenna College.

What skills is Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, known for?

Dr. Guy Baker, Mba, Msfs, Msm, Chfc, Cfp, is listed with skills including Retirement Planning, Estate Planning, Retirement, Wealth Management, Investments, Financial Advisory, Strategic Financial Planning, and Life Insurance.

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