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
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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Outlook 2021 Powering Forward

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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.

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Providence Wealth Planning

It is all about the client. Using our experience, independence and experience to coach the client to help them pursue the path they want.
Providence Wealth Planning
Providence Wealth Planning5 hours ago
Complimentary Social Security Webinar!!! I wanted to invite you to a quick webinar where I will have Ryan Bertrand from Transamerica speaking about various things in regards to Social Security. The webinar is on Wednesday March 24th at noon. He will speak about things such as benefits, claiming strategies, amongst many other things related to Social Security. It is complimentary to join and you can leave at any time Please register here:
Providence Wealth Planning
Providence Wealth Planning11 hours ago
Green bonds offer socially conscious investors an opportunity to align their portfolio with their values. If you've been considering these environmentally-focused investments, here's what you may want to know about them.
Providence Wealth Planning
Providence Wealth Planning1 day ago
Over 2,700 Social Security rules govern each claiming decision and the wrong choices could leave over $100,000 on the table. If a Social Security claiming decision lies in the future, don’t tackle it alone. Get clarity and the steps toward the optimal strategy in a FREE Social Security Optimization Session. Just click to sign up.
Providence Wealth Planning
Providence Wealth Planning2 days ago
Natural to be afraid, but what is it that your afraid of that might make a difference.
Providence Wealth Planning
Providence Wealth Planning3 days ago
Good vibes 🙂
Providence Wealth Planning
Providence Wealth Planning4 days ago
Do your kids know that money doesn't grow on trees? This is a good short article about educating your kids about money.
#planning #family #love #money #moneydoesntgrowontrees #children #smartplanning

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