Personalized Financial Planning

Bob’s Mission

Bob Chitrathorn is the Vice President of Simplified Wealth Management, a boutique wealth and investment management firm committed to delivering 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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I. Collaborative Approach

  • In-depth discovery and active listening helps me understand your goals and core values
  • Develop a tailored plan that provides a road map to where you stand today along with a game plan for the future
  • Clear recommendations that are designed to simplify the complex and ease decision-making

Benefit: Clients feel the confidence that comes with having a clear, specific, and thorough plan in place

II. Personalized Guidance

  • Meaningful experience and relevant expertise allows for perspectives that will help guide you at all stages of life
  • An investment management approach that is risk-managed, tied to your needs, and clearly articulates the “why” behind decisions and recommendations
  • Ability to leverage resources and collaborate with your existing team of advisors enables full integration

Benefit: Clients feel comfortable knowing that they have an advisor who understands and acts on their behalf

III. Lasting Relationships

  • A personal commitment to exceeding your expectations of access, responsiveness, and follow-through
  • Ongoing communication keeps you up to date on the progress toward your goals and allows us to educate on forward-looking issues
  • Taking the time to understand what matters to you helps us align our interests and build comfort and trust

Benefit: Clients experience the assurance that comes from a long-term working relationship with a trusted advisor

I. Collaborative Approach

  • In-depth discovery and active listening helps me understand your goals and core values
  • Develop a tailored plan that provides a road map to where you stand today along with a game plan for the future
  • Clear recommendations that are designed to simplify the complex and ease decision-making

Benefit: Clients feel the confidence that comes with having a clear, specific, and thorough plan in place

II. Personalized Guidance

  • Meaningful experience and relevant expertise allows for perspectives that will help guide you at all stages of life
  • An investment management approach that is risk-managed, tied to your needs, and clearly articulates the “why” behind decisions and recommendations
  • Ability to leverage resources and collaborate with your existing team of advisors enables full integration

Benefit: Clients feel comfortable knowing that they have an advisor who understands and acts on their behalf

III. Lasting Relationships

  • A personal commitment to exceeding your expectations of access, responsiveness, and follow-through
  • Ongoing communication keeps you up to date on the progress toward your goals and allows us to educate on forward-looking issues
  • Taking the time to understand what matters to you helps us align our interests and build comfort and trust

Benefit: Clients experience the assurance that comes from a long-term working relationship with a trusted advisor

Bob Chitrathorn is a registered representative with, and securities offered through LPL Financial FINRA/SIPC.  Investment advice offered through Strategic Wealth Advisors Group, LLC, a registered investment advisor. Strategic Wealth Advisors Group, LLC. and Simplified Wealth Management
are separate entities from LPL Financial.

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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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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