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

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

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.

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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.
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Providence Wealth Planning22 minutes ago
Your guide to 2020. Bringing Markets Into Focus
#planwithbob #savings #retirement #futureplanning
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Providence Wealth Planning2 days ago
As a young entrepreneur, you may not see any need for life insurance at this stage of your life. However, as a young business owner, your need for life insurance is likely greater than ever -- here's why:
#planwithbob #planning #lifeplanning #knowledgeisgreat
Providence Wealth Planning
Providence Wealth Planning3 days ago
What does your financial plan for the coming years look like? For a lot of folks, just having a clear strategy in place is all the motivation they need to hit their financial goals. Learn more about our services here:
#planning #2020 #planwithbob #finances #FinancialIndependenceRetireEarly
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Providence Wealth Planning4 days ago
Planning on leaving your nursing position later in life? Adults who retire later tend to underestimate their healthcare costs. Here's what you need to know about saving adequately:
#planning #planwithbob #nursesrock
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Providence Wealth Planning5 days ago
This is so cool looking!
Wormsloe State Historic Site, Savannah Georgia
#trees #letsgo #savannah

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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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