True Path Financial and Insurance Services
Robert J. Waltos Jr. is an experienced professional in the financial and insurance industry. Robert J. is the Founder and Former Chief Executive Officer of True Path Financial and Insurance Services, a position they have held since September 2017. Previously, they served as the Managing Director of Capstone Partners Financial and Insurance Services from January 2014 to October 2017.
Additionally, Mr. Waltos has a notable tenure at The Waltos Group of Northwestern Mutual, where they served as the Managing Partner from 1999 to 2013. During this time, they also founded and served as the President of Strategic Employee Benefit Services, further showcasing their entrepreneurial capabilities.
Furthermore, they are actively involved in the business and economics community as the Past Chairman and Current Board Member of The Argyros School of Business and Economics at Chapman University. Robert J. also dedicated their time to the Tiger Woods Foundation as a Past Board Member and Past Co-Chair of the Development Committee from January 2006 to December 2016.
With their extensive work experience and various leadership roles, Mr. Waltos is a valuable asset to any organization in the financial and insurance sector.
Robert J. Waltos Jr., CLU, ChFC, CFP, CASL, MSFS, MSM has a diverse and extensive education history. Robert J. has completed the Boards That Lead program at The Wharton School and the Executive Program at Stanford University. In addition, they hold a Bachelor of Science degree in Business Management from Peru State College. Robert has furthered their education at The American College of Financial Services, earning a Master of Science degree in Management and another Master of Science degree in Financial Services.
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True Path Financial and Insurance Services
True Path Financial and Insurance Services – A diverse, rapidly growing financial services firm committed to creating and securing legacy for every person, business and community we serve. Our team provides our clients with insurance, financial planning, investment management and retirement income strategies that align with each client's unique needs, goals and vision. In addition to walking alongside and serving our clients well, True Path Financial offers a dynamic environment where financial professionals can build and grow their practice with autonomy and in a supportive, team environment. Our partnership with the National Life Group sets our firm apart in the commitment to culture, excellence in all we do and impact we bring to those we employ and serve. National Life Group is a mission-driven and purpose-filled business. They have been partnering with clients for over 170 years to keep their promises of providing families stability in good times and in bad by providing peace of mind to families as they dream into and plan their future. This relationship has allowed us to grow exponentially and remain focused on our goals. In turn, our financial professionals have effectively established rewarding relationships that help clients, as National Life's slogan promises, Experience Life®. Securities and investment advisory services are offered solely by Equity Services, Inc.(ESI), Member FINRA(FINRA.org)/SIPC(SIPC.org). 1200 Newport Center Dr, Suite 270, Newport Beach, CA 92660 (949) 328-1048. True Path Financial and Insurance Services is independent of Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. TC104072(1021)P