Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
37yrs
Based in Irvine, California, Guy Baker is a financial advisor with 37 years of industry experience. Guy has been with Wealth Teams Alliance since 2017; before that, Guy spent five years at Tax Efficient Asset Management Solution and five years at Alexander Beard (usa). Guy’s designations include CFP® and ChFC.
At a glance
Experience37 years (since 1989)
How that compares ?Top 5% by experience in Irvine
Office15520 Rockfield Blvd Suite G, Irvine, CA 92618
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$266,489
Advisors at the firm11
States licensed ?1 state
Services through Wealth Teams Alliance
Financial planningInvestment management for individuals and small businessesNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2017 – nowWealth Teams AllianceCurrent firm
- 2014 – 2019
- 2012 – 2017Alexander Beard (usa) Inc.Previously
- Sep 2010 – Feb 2011Independent Financial Group, LLCPreviously
- 2007 – 2011Joseph L. CannavaPreviously
- 1995 – 2022Baker Jensen Investment Advisors, LLCPreviously
Contact Guy
(877) 282-4768Wealth Teams Alliance main office 15520 Rockfield Blvd Suite GIrvine, CA 92618Office · Get directions Firm websitewww.wealth-teams.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Guy
Tailored to Guy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Guy
How do I contact Guy?
Call Wealth Teams Alliance at (877) 282-4768 and ask for Guy Baker. Guy works from the Irvine, CA office.
How long has Guy been a financial advisor?
Guy has been in the industry since 1989, about 37 years. Top 5% by experience in Irvine.
What licenses does Guy hold?
Series 63. Tap any license on this page to see what it allows.
Is Guy a fiduciary?
Guy is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Guy paid?
Wealth Teams Alliance reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Guy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
SPC
47yrs
Top advisor by experience at SPC
Stifel, Nicolaus & Company
46yrs
Top 1% by experience in Irvine
Wells Fargo Advisors
46yrs
Top 1% by experience in Irvine
Morgan Stanley
46yrs
Top 1% by experience in Irvine
UBS Financial Services
45yrs
Top 1% by experience in Irvine