The Waltos Group

 

John Kompaniez
John Kompaniez
Financial Representative
949-863-5898
Visit John's web site.

John Kompaniez has been a financial representatie of The Waltos Group since 1995, starting his financial representative career after graduating with a Bachelor of Arts degree in Business from the University of Redlands. John chose the career because he wanted to be in business for himself and help people protect and reach their financial goals.

John has been working in the personal and business markets for the last ten years. He feels the greatest reward in his career is when a client realizes the solutions that they have put in place together will help them reach their goals and needs. He enjoys the fact that he actually makes a difference in people's lives.

John offers some career insights:

"In working with clients, find people who are really serious about taking care of their future and family for the long term, understand the need to work with quality people, work hard for your clients, and learn to prospect well."

"Set goals for yourself. I made Northwestern Mutual's Forum once and look forward to making it again and again."

Outside of work, John is an avid athlete. He participates in the Tour De Cure for diabetes and enjoys Triathlons and Water ski racing.


 
 
 

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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