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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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Mission Statement

Waltos Group The mission of Bob Waltos and The Waltos Group is to provide you with expert guidance and innovative solutions that are right for you and for those who depend on you. Whether focused on your personal finances, your business or both, your Financial Representative will work with you to understand your financial goals and ensure that we are providing you with the right guidance and products to meet your needs.

Your Financial Representative, working alongside The Waltos Group's team of financial advisors and specialists, will help you realize your financial goals for the future.

We can also service your employee benefit needs through our affiliation with Strategic Employee Benefit Services, a nationwide program providing employee benefit services exclusively through Northwestern Mutual Financial Network Representatives. These services are available through Waltos Insurance Services.

Our Vision

Since 1857, Northwestern Mutual has consistently focused on one ambition: to do the right thing for the people who put their trust in us. At The Waltos Group, we agree.

When Bob Waltos talks about the rewards of being a financial representative with The Waltos Group, one strong vision that comes to mind is the ability of representatives to help families protect themselves.

Having lost his father young, he understands the benefits of having the right products in place and the need for family protection. When speaking of the purpose for financial representatives, he offers the following words:

We're the people who help keep children in their homes and allow them to maintain the same school that they were raised with their friends, to protect college educations, and provide conservative long term assistance. I like the fact that we're the boring ones on the block that can help people out.

—Bob Waltos

Our Purpose

At The Waltos Group, we strive to make a positive impact on all associates. We are determined to act and abide by a shared purpose.

Click here to read our Purpose Statement.