Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm

Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm Email and Phone Number

Founder and Former Chief Executive Officer @ True Path Financial and Insurance Services
Newport Beach, CA, US
Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm's Location
Newport Beach, California, United States, United States
Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm's Contact Details

Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm work email

Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm personal email

Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm phone numbers

About Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm

Robert is licensed to sell insurance in California (CA Insurance Agent License #0C69920. An “endorsement” of TC97141(1017)p

Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm's Current Company Details
True Path Financial and Insurance Services

True Path Financial And Insurance Services

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Founder and Former Chief Executive Officer
Newport Beach, CA, US
Website:
truepathfinancialpartners.com
Employees:
48
Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm Work Experience Details
  • True Path Financial And Insurance Services
    Founder And Former Chief Executive Officer
    True Path Financial And Insurance Services
    Newport Beach, Ca, Us
    View
  • True Path Financial And Insurance Services
    Founder And Former Chief Executive Officer
    True Path Financial And Insurance Services Sep 2017 - Present
    Irvine , California, Us
    View
  • Chapman University
    Past Chairman And Current Board Member Of The Argyros School Of Business And Economics
    Chapman University 2001 - Present
    Orange, Ca, Us
    View
  • Capstone Partners Financial And Insurance Services
    Managing Director
    Capstone Partners Financial And Insurance Services Jan 2014 - Oct 2017
    Newport Beach, Ca, Us
    Capstone Partners Financial and Insurance Services provides a broad portfolio of individual life, disability income, long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
    View
  • Tiger Woods Foundation
    Past Board Member And Past Co Chair Development Committee
    Tiger Woods Foundation Jan 2006 - Dec 2016
    Anaheim, Ca, Us
    View
  • The Waltos Group Of Northwestern Mutual
    Managing Partner
    The Waltos Group Of Northwestern Mutual 1999 - 2013
    Milwaukee, Wi, Us
    Through the Northwestern Mutual, The Waltos Group Representatives offer services in the areas of life and disability income insurance, long-term care needs, annuities, investment, and other products for personal and business analysis.
    View
  • Strategic Employee Benefit Services
    President; Founder
    Strategic Employee Benefit Services 1999 - 2013

Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm Skills

Investments Finance Fixed Annuities Disability Insurance Life Insurance Mutual Funds Long Term Care Insurance Strategic Financial Planning Management Investment Strategies Recruiting Business Analysis Financial Services Financial Analysis 401k Wealth Management Marketing Strategy Retirement Business Development Portfolio Management Entrepreneurship Sales Financial Advisory Marketing Leadership Customer Service Retirement Planning Business Planning Securities Employee Benefits Long Term Care Insurance Financial Modeling New Business Development Underwriting Risk Management Asset Management Iras Asset Allocation Sales Management Banking Valuation Strategic Planning Team Building Business Strategy Series 63 Public Speaking Estate Planning Wealth Accumulation Private Equity

Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm Education Details

  • The Wharton School
    The Wharton School
    Boards That Lead
  • Stanford University
    Stanford University
    Executive Program
  • Peru State College
    Peru State College
    Business Management
  • The American College Of Financial Services
    The American College Of Financial Services
    Management
  • The American College Of Financial Services
    The American College Of Financial Services
    Financial Services

Frequently Asked Questions about Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm

What company does Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm work for?

Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm works for True Path Financial And Insurance Services

What is Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm's role at the current company?

Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm's current role is Founder and Former Chief Executive Officer.

What is Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm's email address?

Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm's email address is wa****@****ail.com

What is Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm's direct phone number?

Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm's direct phone number is (949)-863*****

What schools did Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm attend?

Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm attended The Wharton School, Stanford University, Peru State College, The American College Of Financial Services, The American College Of Financial Services.

What are some of Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm's interests?

Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm has interest in Social Services, Children, Economic Empowerment, Education, Human Rights, Health.

What skills is Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm known for?

Robert J. Waltos Jr., Clu,Chfc, Casl,Msfs,Msm has skills like Investments, Finance, Fixed Annuities, Disability Insurance, Life Insurance, Mutual Funds, Long Term Care, Insurance, Strategic Financial Planning, Management, Investment Strategies, Recruiting.

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