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
Learn More

What Is Your Risk Number?

Free Risk Analysis
Learn More

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

Collaborative Approach

In-depth discovery and active listening helps me understand your goals and core values

More

Personalized Guidance

Meaningful experience and relevant expertise allows for perspectives that will help guide you at all stages of life

More

Lasting Relationships

A personal commitment to exceeding your expectations of access, responsiveness, and follow-through

More

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

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

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 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: http://ow.ly/42uc50xYZKC #retirement #earlysavings #planwithbob #knowledgeisgreat
Providence Wealth Planning
Young professionals should focus on saving for retirement today
National Retirement Security Week is upon us. In 2006, the United States Senate passed a resolution establishing the third week of October as a time to raise awareness about the importance of retirement savings and to encourage Americans to contribute to their retirement plans. The sponsors of the r
houston.innovationmap.com
   View on Facebook
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: https://local12.com/community/its-your-money/why-estate-planning-is-important-to-you-and-your-financial-well-being
#knowledgeisgreat #planning #estateplanning
Providence Wealth Planning
Why estate planning is important to you and your financial well-being
CINCINNATI (WKRC) -Often times people don’t like to think about their estate and the end of life so they put things off, but it's important to not do this. Dustin Stanley, Partner of Strategic Wealth Designers, talked with Local 12 anchor Paula Toti about estate planning -- specifically, how t...
local12.com
   View on Facebook
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: https://observer-reporter.com/business/parsing-through-different-types-of-life-insurance/article_c9c8b0e4-e46c-11e9-861e-ff58d9b2a228.html #lifeinsurance #personalfinance
Providence Wealth Planning
Parsing through different types of life insurance
Bob Hollick parses through different types of life insurance in his biweekly column.
observer-reporter.com
   View on Facebook
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: https://www.medicaleconomics.com/news/best-financial-practices-busy-doctors #knowledgeisgreat, #planning #savemoney #planwithbob # financialindependenceandretireearly
Providence Wealth Planning
Best financial practices for busy doctors
How to keep yourself, your family, and your practice financially fit
medicaleconomics.com
   View on Facebook
Providence Wealth Planning
Providence Wealth Planning5 days ago
Sounds good!
Providence Wealth Planning
   View on Facebook
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: https://www.goodmorningamerica.com/living/story/woman-saved-100k-turned-25-66253044 #savemoney #100k #planwithbob #financialindependenceandretireearly
Providence Wealth Planning
This woman saved $100K before she turned 25. Here's how you can, too
Tori Dunlap achieved her goal of saving $100,000 in three years. Here's how she did it.
goodmorningamerica.com
1    View on Facebook

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