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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Latest News

Coronavirus Spreads to Global Markets

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.

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

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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.
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Providence Wealth Planning9 hours ago
You can't achieve your richest life if you don't know what it should look like.
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Providence Wealth Planning17 hours ago
If you're guilty of spending more than you save, take a look at this quick video and give these 4 quick tips for better money management a try.
#savings #moneytips #planwithbob
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Providence Wealth Planning2 days ago
Are you currently teaching your kids from home? Here's a fun way to teach about money.
#kidsarethefuture #family #kids #planning #knowledgeisgreat
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Providence Wealth Planning3 days ago
When the skies rain gold, reach for a bucket!! This is a quick read.
#futureplanning #lifeplanning #stocks #opportunities #knowledgeisgreat
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Providence Wealth Planning5 days ago
Are you considering a trust as part of your estate plan? They don't go through the probate process like wills, and that is a big advantage. #estateplanning #trusts #planwithbob

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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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