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.

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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.

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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:

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Dave Ramsey

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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.

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Outlook 2020

The LPL Research Outlook 2020: Bringing Markets Into Focus is here to provide investment insights as well as economic and market guidance to help us navigate 2020.

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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.

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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 Planning20 hours ago
"Research has shown that younger Americans, approximately ages 18 to 35, say the ideal time to retire is 60 years old. However, young professionals need to remember that the full retirement age for social security benefits is 67 years of age. Therefore, saving early in their career is key to attaining a livable retirement income." If you'd like to learn more about the benefits of saving for retirement early, read on: #retirement #earlysavings #planwithbob #knowledgeisgreat
Providence Wealth Planning
Providence Wealth Planning2 days ago
Estate planning isn't just about what happens to your money after you die. It can encompass a lot of other arenas, too. Check out this 2 minute video to learn more about the advantages of having a thorough estate plan:
#knowledgeisgreat #planning #estateplanning
Providence Wealth Planning
Providence Wealth Planning3 days ago
Why do people buy short-term life insurance policies? What are the advantages of long term policies? If you're hesitating to purchase a policy because of these questions, find answers here: #lifeinsurance #personalfinance
Providence Wealth Planning
Providence Wealth Planning4 days ago
Smart financial decisions can make your retirement so much more comfortable. What are some best practices medical professionals can use to solidify their retirement? Here are some tips: #knowledgeisgreat, #planning #savemoney #planwithbob # financialindependenceandretireearly
Providence Wealth Planning
Providence Wealth Planning5 days ago
Sounds good!
Providence Wealth Planning
Providence Wealth Planning6 days ago
Tori Dunlap hit the six-figure mark in her savings account before she even hit age 25. A careful strategy helped her rack up big numbers. Read her motivational story here: #savemoney #100k #planwithbob #financialindependenceandretireearly

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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.

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