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

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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’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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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 and independence to coach the client to help them pursue the path they want. The financial consultants at Providence Wealth Planning are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org, www.sipc.org. Investment advice offered through Strategic Wealth Advisors Group, LLC, a registered investment advisor. Strategic Wealth Advisors Group, LLC and Providence Wealth Planning are separate entities from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Providence Wealth Planning
Providence Wealth Planning2 days ago
Is $1 million still enough to retire on? It depends! Check out how far a cool million could go in each state in this month’s Visual Insights Newsletter. Click to learn more!
Providence Wealth Planning
Providence Wealth Planning3 days ago
Happy Military Appreciation Month! To celebrate, we're sharing our top 5 simple financial tips for military members and their families.
Providence Wealth Planning
Providence Wealth Planning3 days ago
Focus does a lot of good things!
Providence Wealth Planning
Providence Wealth Planning4 days ago
I wonder what goes through a dog's mind?
#lovedogs
Providence Wealth Planning
Providence Wealth Planning4 days ago
My nephew just chilling. Love this dude so much!!!!

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