About
Guy is widely recognized as on the foremost thought leaders in the financial services industry. Founder of the Wealth Teams Alliance, BTA Advisory Group and BMI Consulting, Guy manages a company with 20 employes and 15 advisors, with offices around the US. Guy is well known as a financial analyst, wealth coach, tax planner, estate planner and business succession specialist. His wide range of client experiences and service has helped him identify problems clients are facing and to help them find the best solutions for their unique situation.
Education, Certifications, and Boards:
- BA Economics
- MBA Finance
- MSFS
- MSM
- PhD
- CEPA
- CLU
- ChFC
- CFP
- RHU
- CFWC – Chartered Family Wealth Counsellor
- AEP
- CPBC – Certified Professional Business Coach
- Chartered Fiduciary Specialist
Recognition and Awards
- Orange County Man of the Year in Financial Services
- Ranked among Forbes Top 250 As a Financial Security Advisor – 2021
- 77th Recipient of the National John Newton Russell Award for service to the financial services industry
- 45th Recipient of the California Norman Levine service award
- Member of the National Association Council of Estate Planners Hall of Fame
- Pacific Life Advisor of the Year
- Member Pacific Life Hall of Fame
- Served as President of the Million Dollar Round Table Foundation
- Elected as President of the Million Dollar Round Table (100,000 members in 65 Countries)
- Served as President of numerous boards, ministries
- Ruling Elder of Grace Church of Laguna Niguel
- Past Board member of AALU – the Advance Association of Life Underwriters
- Past Board Member of Top of the Table (the top 2% of the MDRT)
- Qualified to be a member of MDRT 50+ times
- Qualified to be a member of the Top of the Table 45 times