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1500 Quail St Ste 600
Newport Beach, CA 92660-2738
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Office: 949-863-5800
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Bob Waltos, CLU®, ChFC®, MSM, MSFS

Take the first step

Are you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives?

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Client Center

Did you recently move to the Southern California area? Are you in need of service or would you like to meet with a Financial Representative?

At The Waltos Group, establishing and maintaining quality relationships with our clients is important to us. Our Client Relations Center will familiarize you with our organization and will make sure you will receive the best possible service or help you find solutions to match your insurance and investment needs with your financial goals.

Meet Boris Kostadinov
As Director of Client Relations, Boris Kostadinov is part of the leadership team at The Waltos Group. He oversees Network Clients and is involved in training and developing new financial representatives.

Boris is involved in monitoring and ensuring that all of the Network Clients' needs are met, by providing quality service and building strong and lasting relationships with our policyowners.

Boris has also served as a member of Northwestern Mutual's Home Office Client Relations Center development team. He has been a member of The Waltos Group since 2004.