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
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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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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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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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Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage in the meantime.
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Applying for life insurance isn't exactly simple, but it shouldn't be scary either. We've outlined exactly what you can expect when pursuing a new policy.
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Medicare recipient or signing up for the first time? Today’s uncertainty means extra decisions. Read this SIMPLE 3-Step Guide to turn overwhelm into clarity. (It’s FREE!)
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