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Guy Baker, CLU, ChFC, CFP, MSFS, MSM, RHU, CRWC, AEP

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Guy Baker, CLU, ChFC, CFP, MSFS, MSM, RHU, CRWC, AEP

Baker Jensen Investment Advisors, LLC

San Clemente

CA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Retirement Planning
    • -Charitable Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Business Insurance
  • Pension Consulting
    • -401k
    • -457
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
  • Accounting & Tax
    • -Tax Advice

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Oak Grove, LLC 3 years, 4 months Dec 2016 - Present
Alexander Beard (USA) LLC 8 years, 3 months Jan 2012 - Present
Bennett Ross, Inc 1 year, 5 months Mar 2011 - Aug 2012
Tax Efficient Asset Management Solution, Inc. 9 years, 4 months Dec 2010 - Present
Independent Financial Group 5 months Sep 2010 - Feb 2011
National Planning Corporation 9 months Nov 2009 - Aug 2010
Baker Ronan Financial 3 years, 3 months Apr 2008 - Jul 2011
Joseph L. Cannava 2 years, 10 months Oct 2007 - Aug 2010
Baker Mountford Insurance Services 22 years, 8 months Aug 1997 - Present
Family Wealth Counselors, LLC 22 years, 8 months Aug 1997 - Present
Standel Publishing 23 years, 7 months Sep 1996 - Present
Bmi Consultng, LLC 23 years, 8 months Aug 1996 - Present
Baker Jensen Investment Advisors 24 years, 10 months Jun 1995 - Present
Bta Advisory Group 40 years, 11 months May 1979 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Kingdom Advisors
    Membership
    Kingdom Advisors
    Kingdom Advisors is a community of Christian financial professionals integrating faith and practice for Kingdom impact.
  • National Association of Insurance and Financial Advisors
    Membership
    National Association of Insurance and Financial Advisors
    NAIFA comprises more than 600 state and local associations representing the interests of approximately 200,000 agents and their associates nationwide. NAIFA members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. The Association’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.
  • Chartered Life Underwriter
    Designation
    Chartered Life Underwriter
    A prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Guy Baker

Getting Out of DEBT
Published 2013-11-26 06:25:34
How your 401(k) helps you defer Taxes
Published 2013-11-26 06:00:46
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      3
    • as of date
      Nov 2, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      3
    • as of date
      Nov 2, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Baker Jensen Investment Advisors, LLC

    Last updated on March 29, 2019
      • $43.4M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 83
        Accounts
      • $522.3K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements