Comprehensive Financial Planning

Bob Chitrathorn provides personalized wealth planning services tailored to each client including investment planning, distribution strategies for retirement income, estate-conservation planning, and risk-management analysis.

Get Started

What Is Your Risk Number?

Guided Wealth Portfolios

Start Investing for Your Future Today

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the Providence Wealth Planning experience and expertise, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.

Learn More
Start Now

Bob’s Mission

Bob Chitrathorn is the Vice President of Wealth Planning at Providence Wealth Planning, a boutique wealth and investment management firm committed to delivering unique and personalized guidance to a select group of individuals, families, and business owners in Southern California and around the country.  Bob’s mission is to be a catalyst for his clients by helping them define what is most important in their financial lives, while helping them make the decisions that can lead them to financial independence. His commitment to his mission is defined by three core principles:

Like & Follow Bob on Social Media

Dave Ramsey

Learn More

Dave Ramsey’s
SmartVestor Pro

Since 2007, our team has been helping Dave Ramsey fans with their investments and financial planning needs. We truly believe that in order to help you achieve YOUR goals, we need to first understand you. We also need to help you simplify the complicated financial world. Rather than selling, we prefer to teach our clients about their options and we put ourselves in your shoes to help you make the decisions that are best for you and your family.

What is a SmartVestor Pro?

Latest News

Midyear Outlook 2020: The Trail to Recovery.

View Outlook 2020

Connect With Bob

I believe I got where I am today by working hard, and striving to make a difference to better those around me. I believe that when people see how hard you work for them, then they see how much you care.

About Bob

Most Recent Social Feed

Providence Wealth Planning

It is all about the client. Using our experience, independence and expertise to coach the client to help them pursue the path they want.
Providence Wealth Planning
Providence Wealth Planning4 hours ago
Happy Saturday everyone. Have fun and be safe.
#weareone
Providence Wealth Planning
Providence Wealth Planning1 day ago
Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage in the meantime.
#planning #healthinsurance #openenrollment
Providence Wealth Planning
Providence Wealth Planning2 days ago
Are you signing up or already on Medicare? Take a quick look.
Providence Wealth Planning
Providence Wealth Planning3 days ago
Applying for life insurance isn't exactly simple, but it shouldn't be scary either. We've outlined exactly what you can expect when pursuing a new policy.
#lifeinsurance #familyprotection #financialplanning
Providence Wealth Planning
Providence Wealth Planning4 days ago
Medicare recipient or signing up for the first time? Today’s uncertainty means extra decisions. Read this SIMPLE 3-Step Guide to turn overwhelm into clarity. (It’s FREE!)
Providence Wealth Planning
Providence Wealth Planning5 days ago
I am guilty of forgetting this sometimes. Let us remember to be thankful and grateful. It is good for us and good for the world.
#motivationmondays #motivation #begood#dogood #weareone

Ready to talk?

Let’s start by scheduling a no-obligation introductory conversation. We can get to know each other, discuss your goals, and find out if we are a good fit.

Let’s Talk