The Waltos Group

 

Erik Gomez
Erik Gomez
Financial Representative/College Unit Director
949-863-5800
Visit Erik's web site.

Before joining the Northwestern Mutual Financial Network in 2005, Erik was a full-time student and a food server. He was looking for a career that would provide purpose and meaning and also provide him with a flexible schedule and an established career path to follow.

Early in his career, Erik found the great challenges to be staying disciplined and doing what he needed to do on a consistent basis. Getting quality introductions and having older people accept him as a trusted representative and someone they could build a lasting relationship with were also early challenges.

Erik finds the greatest rewards in his career are building not only business relationships but stronger personal relationships with family and close friends. Erik states, "We are here for our clients and we strive to provide the best service to them."

He recounts one rewarding experience with a new client:

"I have a client who bought a disability income policy. During the underwriting process, her ex-husband suffered a heart attack. She began to worry if something happened to her if her family would be provided for. I was able to tell her that her policy was approved and in force. It felt good to be able to reassure her that she had taken the necessary steps to protect her financial security in the event of a disability."

For those considering the career Erik offers, "Be prepared to work hard and be in it for the long haul."

In addition to his role as a financial representative, Erik serves a College Unit Director for The Waltos Group leading a group of energized college interns.

Away from the office, Erik enjoys being a part of his community and has membership at two area Chambers of Commerce. He also sits on a volunteer community board that organizes the annual 4th of July festivities in his community and boasts that it's the largest independence celebration west of the Mississippi River—a year-round project to achieve successfully.


 
 
 

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.

 
   
 

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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