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Financial Planner Advisors

Guy E. Baker

BTA Advisory Group

Managing Director
15520 Rockfield Blvd. Suite G
Irvine, CA 92618
Website: www.bmiconsulting.com
Phone: 949-900-0099
Fax: 949-900-0096
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Professional Profile:

Guy is Managing Director of BTA Advisory Group addressing the complex needs of wealthy business owners. Guy holds three masters degrees - Business Administration (Finance), Financial Services, and Money Management. He is also a CLU, ChFC, CFP, RHU and AEP and was selected to the 2005 Hall of Fame for the National Association of Estate Planners and Councils. Guy and his wife, Colleen, live in San Juan Capistrano. He serves on the board of Mission Hospital Foundation and Grace Classical Academy. He is also an Elder in Grace Church.

Bob Brown, CFP

Brown & Saraci an Office of MetLife

Financial & Investment Advisor
CA Insurance Lic. 0816203
5 Park Plaza, Suite 1800
Irvine, CA 92614
Website: www.brownandsaraci.com
Phone: 949-471-5833
Fax: 949-851-6323
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Professional Profile:

Bob offers fee-only financial planning, fee-based investment advice, and insurance solutions on a commission basis. He is 2006 President of the Financial Planning Association of Orange County (FPA) and serves on the national Ethics Committee of the FPA. He lives in Laguna Niguel.

Dr. Dennis Barker, CFP

Anchor Capital Management Group, Inc.

President
16140 Sand Canyon Ave, Suite 101
Irvine, CA 92618
Website: www.anchor-capital.com
Phone: 949.341.0000
Fax: 949-341-0001
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Professional Profile:

Dennis is president of Anchor Capital Management Group, a private wealth management firm in Irvine, California. As a Registered Investment Adviser firm they manage assets for high net worth individuals and retirement plans of various companies. He is a Certified Financial Planner and is on the board of the Financial Planning Association of Orange County and chairman of the Allied Professionals committee. He and his wife Kay live in San Clemente and he has been on the Mission Hospital Founders Board for 14 years.

Robert W. Kyle, CFP



Merrill Lynch

Financial Advisor
3010 Old Ranch Parkway, Suite 150
Seal Beach, CA 90740
Website: http://fa.ml.com/ROBERTKYLE
Phone: 562-493-1349
Fax: 562-594-4818
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Professional Profile:

Bob specializes in retirement planning and investing for individuals, as well as tax advantaged retirement plans for business owners and their employees. He holds the designation of Certified Financial Planner ™. Bob and his wife, Angela, have lived in Mission Viejo since 1977.

Ralph Linzmeier

Smith Barney

Managing Director, Wealth Management
1901 Main Street, Penthouse Suite
Irvine, CA 92614
Website: http://fa.smithbarney.com/ralphlinzmeier/
Phone: 949-955-7542
Fax: 949-833-3542
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Professional Profile:

Ralph Linzmeier is a Managing Director of Wealth Management at Smith Barney. He was recognized as the Number One Wealth Manager in Orange County for 2008 by The Orange County Business Journal. He combines his unique array of talents and experience to help others achieve financial independence.
Mr. Linzmeier is active in both Church and community. Ralph serves on the Board of Governors and is past president of the Orange Coast chapter of Legatus a Catholic organization for business executives. He is a Knight of Malta and a member of the Hospitaller Committee. Ralph was awarded the Silver Beaver by the Orange County Council of the Boy Scouts of America and sits on its Board. He the co-founder of Scouting’s “Search for Men of Character” and the co-founder of Serra Catholic School. Ralph resides in Coto de Caza with his wife, Oonagh, and their four children.

Jaritt A. Ruff

Bernstein Global Wealth Management

Vice President - Private Client Group
1999 Avenue of the Stars, 21st floor
Los Angeles, CA 90067
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Professional Profile:

Mr. Ruff is a Vice President in Bernstein Global Wealth Management's Los Angeles office. As an advisor to the firm's Orange County clients, he is responsible for advising affluent families and institutions, as well as their respective trusts, estates, foundations, endowments and pension plans. Mr. Ruff, in conjunction with Bernstein's Wealth Management Group, works closely with his client's trusted tax and legal advisors on all matters, including philanthropic, tax and estate planning, concentrated stock positions and the sale of privately held businesses. Mr. Ruff earned a BA from the University of Puget Sound and is a member of the Planned Giving Round Table of Orange County and USC Cardinal & Gold. Mr. Ruff currently serves on the Board of Directors for the Mission Hospital Founders Group and the Orange County Bar Foundation He lives in Coto de Caza with his wife Erin and three sons.