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Bob Waltos, CLU, ChFC, MSM, MSFS, CFP®
The ambition of Bob Waltos and The Waltos Group is to make a positive impact on all associates and their clientele by creating an environment of desire, confidence, consistency and positive results. Education, motivation and empowerment are the tools by which this agency enables its associates to envision and fulfill a successful future to better serve its clients.
Bob Waltos—Professional Accomplishments Managing Partner Bob Waltos joined Northwestern Mutual Financial Network as a college agent in Lincoln, Nebraska, in 1983. Through 1991, Bob achieved numerous company awards as a personal producer, became a Top 20 Field Director, and served as Assistant to the Managing Director in Omaha, Nebraska. Bob came to the Home Office in 1993 and held the positions of Assistant Regional Director of Agencies, Director of Recruitment and New Agent Development, and Managing Director in the Life Marketing Department. In June 1999, Bob assumed Managing Partner responsibilities for The Waltos Group and is responsible for the office's sales and service operations in Orange, Riverside, Los Angeles and San Bernardino Counties.
Bob Waltos—Credentials Bob Waltos has a degree in business management from Peru State College, and a Masters in the Science of Financial Services (MSFS) and a Masters in the Science of Management (MSM) from American College. He also completed the Advanced Management College of Stanford University. His professional designations include Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Chartered Advisor for Senior Living (CASL). Bob has also earned the Certified Financial PlannerTM (CFP®) certification. He is also a member of The Financial Planning Association. Local Recognition In the annual rating of Orange County's Top 20 Insurance Brokers by the Orange County Business Journal, The Waltos Group consistently ranks in the Top 15. OC Metro Business Lifestyle Magazine regularly publishes various business articles on behalf of Bob Waltos and other Financial Representatives at The Waltos Group. Community Commitment
The Waltos Group recently created a “Future Women in Business Scholarship" at the university. The scholarship rewards outstanding female college-level students based on academic achievement, business acumen and community involvement. Bob Waltos is also a recipient of Northwestern Mutual's Community Service Award. The award recognizes network representatives whose outstanding dedication to local organizations has significantly bettered their communities. Bob received the award for his dedication to help the Cystic Fibrosis Foundation. Click here to learn more about the award and Bob's efforts on behalf of CF. To learn more about the community efforts of The Waltos Group, visit the community service section of the web site. The Waltos Group Management Team The Network Office has been active since 1886. District Network Office
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Bob Waltos and the office share an enduring commitment to the community, supporting several charitable organizations. Since 1999, The Waltos Group has been a major supporter of 
The Waltos Group is also actively involved with Chapman University in Orange, California. Bob serves as a member of the Board of Counselors to the Dean of The George L. Argyros School of Business & Economics at Chapman University. In May 2004, Bob and his wife, Carolyn, funded the 
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