The Waltos Group

 

Jim
Jim Lauro, CLU, ChFC
Financial Advisor
(949) 863-5860
Visit Jim's web site.

As a financial advisor for The Waltos Group, Jim brings over 25 years of experience to his clients. He offers his comments on the career and his decision to become a part of Northwestern Mutual Financial Network.

"I began my career with ManuLife right out of college. I knew that a typical corporate job wouldn't suit me. I was attracted to the idea that I made my own schedule and saw the people I wanted to see, and that I was ultimately in control of my income."

"After about four years, my mentor made the decision to move to the Northwestern Mutual Financial Network and recommended that I make the move as well. I was actually not unhappy there, but my limited experience in the industry prevented me from seeing that not all carriers are the same. I trusted my mentor, but it was hard to leave because I couldn't pinpoint my specific reasons for leaving, other than that my mentor's opinion was very important to me."

"It took nearly two years for me to integrate into the Northwestern Mutual Financial Network culture, but I've never been sorry that I made the move. Northwestern Mutual has great products and great training. I know their products will never embarass me or force me to apologize to my clients for not delivering what was promised."

"I believe Northwestern Mutual has the most fair underwriting process. They stand behind and support their representatives. Northwestern Mutual has extremely fair claims practices and doesn't try to get out of paying claims to improve its bottom line."

"I am proud to say I have been a part of Northwestern Mutual Financial Network for 27 years (and still counting)."

Throughout his career, Jim has received numerous awards, including Million Dollar Round Table (Provisional Member: 1977; Qualifying Member: 1978-1985, 1991-1995, 1997-2000; Qualifying/Life Member: 1986-1987, 1996, 2001-2008), National Sales Achievement Award (1977, 1984-1988, 1997-2000), and the National Quality Award (1977, 1984-1990, 1992-1994, 1996, 2000-2008).

Jim and his wife, wife Nathalie, and two children, daughter Brianna and son Spenser reside in San Clemente.


 
 
 

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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