Bob Chitrathorn

About Bob Chitrathorn

Bob Chitrathorn, Vice President of Wealth Planning/ Wealth Advisor in Orange County & Inland Empire.I have been an advisor for over 20 years and I wear many hats, but my favorite one is interacting with and guiding my clients to their goals; many clients are looking for help with retirement. They\'ve worked hard to save for several years, but no one ever educated them on how to invest properly towards their goals or on strategies for pulling income in retirement, which is an area where I\'m well versed. I help people plan their financial vitality and then coach them through it. Others come to me for guidance on building wealth, buying a home, saving for college, gifting money to kids, and assistance with preserving their legacy.“With over 20 years of experience in financial services, I’ve discovered my true passion is helping people and families prepare for the retirement lifestyle they’ve dreamed about. I understand there are complex needs when it comes to next level planning. It’s my goal to help my clients navigate all of this, manage their personal finances, and develop a rewarding succession plan for their legacy.I\'m passionate about my career as it allows me the freedom to choose who I work with. I have contributed chapters to various books, three of them hitting Best-Seller status. Success Manifesto, by Brian Tracy being one of them. In my free time, I enjoy working on my golf game, traveling, watching sports, and spending time with my family and friends.At Simplified Wealth Management, Inc. I strive to provide exceptional advice to clients who take their finances, their families, and their goals seriously. My clients are everyday people looking for organization, education, and a forward moving plan. They are teachers, CEO’s, engineers, police officers, doctors, lawyers, accountants, flight attendants and executives.Simplified Wealth Management, Inc. is driven to lead countless individuals and families toward their financial goals. I believe in the principles of being good financial stewards, saving and planning for contingencies, building wealth for the future, and then passing wealth efficiently to future generations.

Experience

1. CFO Vice President of Wealth Planning

   Simplified Wealth Management

   Jun 2021 — Present · Corona, CA, US

   Bob Chitrathorn helps people arrive at a game plan to help them pursue their financial goals.Bob Chitrathorn is a Registered Representative with, and Securities and Retirement Plan Consulting Program advisory services are offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Other advisory services offered through Mariner Independent Advisor Network. Mariner Independent Advisor Network, Wealth Planning by Bob Chitrathorn, and Simplified Wealth Management are separate entities from LPL Financial. The registered representatives associated with LPL Financial may only discuss or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Simplified Wealth Management or LPL Financial.

Education

• California State University-San Bernardino

  Bachelor's Degree, Bachelor's of Science Finance, Bachelor's of Science Real Estate, and Minor in Business Adm.

  1999 — 2004

• Loma Linda Academy

  High School

  1994 — 1997