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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What Is Your Risk Number?

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
Luck helps, but is not guaranteed. Hard work will always get you closer to your goals.
#life #goals #workhard
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Providence Wealth Planning1 day ago
Looking to give a unique gift to a recent graduate? Here are 4 meaningful gift ideas for 2020 grads (that don't include cash).
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Providence Wealth Planning5 days ago
While current economic data may sound bad, it’s important to remember it is backward-looking.

“Never confuse a single defeat with a final defeat.” — F. Scott Fitzgerald

Check out this quick read.

https://planwithbob.com/client-letters/may-21-2020/
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Providence Wealth Planning7 days ago
I love this verse!
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Providence Wealth Planning1 week ago
To all that have fallen protecting us.
#thebrave #thestrong
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Providence Wealth Planning1 week ago
As millions of Americans continue to work from home, it's important that you utilize cybersecurity measures even when you are not at the office. These 8 tips can help keep your work secure.

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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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