Bob Chitrathorn CPFA

CFO / Vice President of Wealth Planning
Simplified Wealth Management

391 N. Main Street, Suite 107
Corona, CA 92878
CA Insurance License #0E63308
(951) 465-6409
bob@simplifiedwealth.com

About Bob

Suthipong Robert Chitrathorn—known to most simply as Bob—came from humble beginnings. Raised in Colton, California, by Thai immigrant parents who settled in Southern California after arriving from Bangkok by way of Michigan in 1974, Bob learned early the value of hard work, sacrifice, and perspective.

His mother, a nursing educator, and father, a factory worker, instilled the importance of education and resilience. They worked tirelessly to send Bob and his younger sister, Crystal, to private high school and helped fund their college education. Bob’s upbringing shaped his view of financial planning as a tool to unlock opportunity and independence.

Bob earned a full scholarship to La Sierra University, later transferring to California State University, San Bernardino, where he graduated magna cum laude with dual degrees in Finance and Real Estate, and a minor in Business Administration. He was also inducted into the Golden Key Honor Society.

Professional Journey
In 2004, Bob became a financial advisor—an ideal path to both build a career and empower others with financial literacy. Early on, he saw the value of clear, compassionate financial communication while sitting in on meetings between his parents and their New York Life advisor. Eventually, they trusted Bob’s advice more than their agent’s—a realization that launched his mission-driven career.

Bob brings 19 years of industry experience and serves clients from all walks of life. At Simplified Wealth Management, he is part of a specialized team focused on investment, tax, estate, and preservation planning for individuals and business owners at various life stages.

Bob is known for his patient, education-first approach to financial planning. He makes the process fun, engaging, and tailored to each client’s unique goals—often working late into the evening to prepare for client needs. His “heart of a teacher” mindset motivates clients to take control of their financial future.

Specialties & Client Focus

Bob and his team serve a wide range of clients, with a focus on:

• Small business owners
• Baby Boomers preparing for or in retirement
• Professionals in healthcare (nurses, doctors, chiropractors)
• Families seeking financial independence and multi-generational planning

Bob offers customized financial plans designed to evolve with life changes, market shifts, and personal priorities.

Credentials & Licenses

• CPFA – Certified Plan Fiduciary Advisor
• Series 6, 7, 63 – through LPL Financial
• Series 65 – through Mariner Independent Advisor Network
• Life, Health, and Long-Term Care Insurance Licensed
• B.S. in Finance, B.S. in Real Estate, Minor in Business Administration

He is a registered representative with LPL Financial. Securities and Retirement Plan Consulting Program advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services are offered through Mariner Independent Advisor Network. Wealth Planning by Bob Chitrathorn and Mariner Independent Advisor Network are separate entities from LPL Financial.

More About Bob

In 2016, Bob was a contributing author in Success Manifesto: The World’s Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle—a collaboration with legendary speaker and author Brian Tracy.

He lives in Riverside, CA, with his wife Brittany (married since 2014), their rescue dog Mazy, and enjoys a home complete with a pool, putting green, and a Pittsburgh Steelers-themed bar—perfect for Sunday Night Football. Bob and Brittany generously gave their previous home to his parents, who now live nearby, ensuring plenty of family time and home-cooked Thai meals.

He loves golf, sports, family trips, and building meaningful relationships both in life and in business.