The Waltos Group

 


Brian Forth


Brian Paul Forth
Financial Representative
949-863-5800
Visit Brian's web site.

Brian Forth has been a Financial Representative with Northwestern Mutual Financial Network since 2001. Before becoming a Financial Representative, Brian Forth was a college student. He was introduced to the Northwestern Mutual Financial Network through a student-athlete career advisor at Arizona State University. Brian talks about the career and his experience as a financial representative:

"On a day-to-day basis, I find the biggest challenge is forcing myself to be consistent in things like phoning and getting referrals. Early on, it's challenging to gain consistent activity with target market prospects. But at the end of the day, I've learned you control your professional and financial development."

"When a client tells you that he or she sleeps easier knowing that if the unthinkable happens, someone has taken the time to help their family continue their lifestyle, I know I make a difference. Understand that this is the best company to work for if you're willing to put the effort into this career and be a highly productive Financial Representative."

"This company offers great products and excellent training. We have so many ways to help a prospective client accomplish their financial goals and dreams."

"I've found the greatest reward is controlling your own professional destiny. This is accomplished through your continuing education, personal development, dealing with adversity, and limitless financial opportunity."

Brian was a four-year letter winner for the Arizona State University football team, where he also graduated from the W.P. Carey School of Business with honors. Brian resides in San Clemente with his beautiful wife, Sara. They enjoy traveling, cooking, and outdoor activities.

 

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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