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

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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

Midyear Outlook 2020: The Trail to Recovery.

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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.

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.
Providence Wealth Planning
Providence Wealth Planning3 hours ago
Need to always remember, make yourself happy so that you don't need to escape.
#live #enjoy #love
Providence Wealth Planning
Providence Wealth Planning24 hours ago
Hope everyone had an awesome weekend and got to spend time with loved ones. May we all reflect on the things that we are grateful for and aspire to share with others.
#grateful #love
Providence Wealth Planning
Providence Wealth Planning2 days ago
A basic learning experience for young kids.
#education #startyoung
Providence Wealth Planning
Providence Wealth Planning3 days ago
Plastic Wrap Gift Hunt sounds fun, and it's easy!!!!
Providence Wealth Planning
Providence Wealth Planning3 days ago
Want to attend a virtual webinar about Medicare?

Please join me for a special “Unlocking Medicare” event that I am co-hosting with Ryan Bertrand Vice President, Managing Director of Transamerica. We will be speaking about Medicare and how it works, and explaining things that many people who have been on Medicare for years don’t know about or understand. The event is from 1 P.M. to 2 P.M. virtually on 12/03/2020. Of course you can exit at any time. Please register here Let me know if you have any questions. Have a great day!

Ryan Bertrand, Transamerica, Strategic Wealth Advisors Group and Providence Wealth Planning, LLC are separate entities from LPL Financial.
Providence Wealth Planning
Providence Wealth Planning4 days ago
Happy Thanksgiving everyone!!! I hope you all have a great and wonderful day and week!
#love #family #grateful #blessed

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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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