The Waltos Group

Robert J. Waltos Jr, CLU, ChFC, MSM, MSFS, CFP® Managing Partner, talks about a career as a Financial Representative with the Northwestern Mutual Financial Network.

1500 Quail St Ste 600 Newport Beach, CA 92660
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Office: 949-863-5800
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Bob Waltos, CLU, ChFC, MSM, MSFS, CFP®
CA #0C69920

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The Waltos Group
Are you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives?

Campus Corner


Click here to read about campus affiliations, scholarship information and internship opportunities with The Waltos Group.

The Waltos Group
    Purpose Statement

At The Waltos Group, we strive to make a positive impact on all associates. We are determined to act and abide by a shared purpose. Click here to read our Purpose Statement.

Northwestern Mutual Internship Program Celebrates 40 Years of Excellence

The program has been providing real-world education in business and financial services to students since 1967.

Click here to learn more.

Commitment to Community

Bob Waltos receives awardThroughout the year, The Waltos Group sponsors numerous events in support of the local community. Visit the Community Service section of our web site to learn more about our community activities and Community Service Award Recipient, Bob Waltos.

Get the news on career opportunities.

Our quarterly e-mail newsletter features informative articles about prospective sales careers and internships with the Northwestern Mutual Financial Network.
 
Success Stories
 
Real-life stories of some of our members:
   
Products and Services  
Learn more about our world-class insurance services and internationally recognized investment products.  
   
   

Insurance, Investments, Ideas

When you're looking for someone to help you manage your financial risk and achieve financial security in today's complex world, you have much to consider.

The Waltos Group understands the importance of being a part of Orange County and the Newport Beach community. Like you, we live here. We share and understand the values and ideals of our community. We also know the local environment in which companies operate, and what it takes to succeed.

Our Network Representatives have special insight that allows them to help you prepare for your future with these things in mind. The focus is always on you.

In The News

The Waltos Group announces Community Service Award Winner
We are pleased to announce that Paul Castillo, College Unit Director has received a Community Service Award from Northwestern Mutual.

Click here to learn more.

Study Finds Kids Choose Summer Pay Days Over Play Days
According to a new poll conducted by themint.org, nine out of ten young Americans would prefer big summer pay days than fun summer play days, a finding that challenges the common perception that summer is the time when kids leave their homework and cares behind in pursuit of fun or just some lazy days.

Click here to learn more.

The Waltos Group sponsors "No Complaining Tour"
The Waltos Group was pleased to present Jon Gordon, author of the Energy Bus, on June 19, 2008 in Orange County at Concordia University as part of his "No Complaining Tour." Jon Gordon once again shared an inspiring and enlightening story that revealed a powerful way to tackle the biggest problem in business and life today… negativity.

Click here to view pictures from the event.


Let Your Worries GoLet Your Worries Go

Northwestern Mutual and The Waltos Group are committed to helping you make sound decisions to help you let your worries go. Once you’ve taken the steps necessary to achieve financial security, are there other worries that concern you? Perhaps the tragedies caused by natural disaster, hunger or illness? Here, too, we are committed to help.

This year The Northwestern Mutual Foundation has earmarked one million dollars for Habitat for Humanity, Susan G. Komen for the Cure, America’s Second Harvest and the YMCA to help combat these worries. Visit www.letyourworriesgo.com to let your worries go and vote to help decide how to distribute the funds.

Encourage your friends and family to vote too!


Financial Literacythe Mint

The Northwestern Mutual Foundation, the charitable arm of Northwestern Mutual, partnered with the National Council on Economic Education (NCEE) in developing TheMint.org, to emphasize personal financial literacy. First developed in 1997, the Web site now provides more tools to help parents as well as educators teach children about sound money management and establish good money habits at home.

Adults can test their financial awarness, by taking a Financial Checkup, using Northwestern Mutual's interactive financial awareness quiz.

 
 
   
 
 

imagine"Freedom. Success. Financial Independence."

Are you interested in becoming your own boss? Setting your own hours? Making a positive impact on people's lives every day? Turn your dreams into reality and discover what a career as a Northwestern Mutual Financial Network Representative can do for you.

Education, motivation, and empowerment are the tools by which the Waltos Group enables our associates to envision and fulfill a successful future to better serve our clients. We strive to make a positive impact on our associates and their clientele by creating an environment of desire, confidence, consistency, and positive results.

 
 
 
 
 

Copyright 2008, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. The Northwestern Mutual Financial Network is a marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries.

Northwestern Mutual Financial Network (NMFN) is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries and affiliates, including Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM, and limited purpose federal savings bank. NMFN is not a partnership or legal entity. Robert J Waltos Jr is a General Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance). Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 1500 Quail St Ste 600, Newport Beach, CA, 92660, (949) 863-5800, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC. NM and The Waltos Group are not broker-dealers, registered investment advisers or federal savings banks. Managing Partners are not in legal partnership with each other, NM or its affiliates. There may be instances where agents of NM represent companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network representatives might not represent all entities shown or provide all the services discussed on this web site. Not all products and services are available in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Robert J Waltos Jr, General Agent, The Waltos Group has Financial Representatives that are primarily licensed in California.

 
   
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Robert J. Waltos Jr, CLU, ChFC, MSM, MSFS, CFP®
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