The Waltos Group

 

Jonathan Fagan
Jonathan Fagan
Financial Representative
949-863-5826
Visit Jonathan's web site.

Jonathan Fagan, a 2003 graduate of CSU Long Beach, started his internship at The Waltos Group beginning the summer of his junior year and continued on a part-time basis while completing classes. He became a full-time representatively shortly after graduation."

Jonathan describes his intern experience:

"The growth potential and knowledge here was tremendous," Fagan says. "Northwestern Mutual Financial Network is geared toward building a career. We're helping people to build their lives. I really believe in that. It's great."

In just a few years, Jonathan has managed to earn some of the industry most prestigous awards, including the National Sales Achievement Award (2005-2007), Million Dollar Round Table Qualifying Member (2005-2007) and the National Quality Award (2004-2008).

Jonathan and his family are long-time residents of Orange County. He offers the following on his deep commitment to the community"

"My family and I have a deep passion for the community of Orange County. We have derived a great deal of joy from the people and places that make up our home community and I believe in the commitment of giving back some of what we have received."

Visit the following sites to learn more about my involvement in the Orange County Community and its charitable organizations:


  
 
 

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.
 
   
 
CONTACT US

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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