Bob Chitrathorn, co-founder of Simplified Wealth Management, narrates a story woven with humble origins and unwavering dedication. Raised by Thai immigrant parents in a Colton, California mobile home park, he imbibed the values of diligence and education early on. His academic journey, marked by a scholarship to La Sierra University and a subsequent Finance and Real Estate degree from Cal State San Bernardino, set the stage for his career as a financial advisor in 2004. This journey illuminated his passion for personal finance, driving his pursuit to assist individuals in managing their wealth.
Inception and Ideals Behind Wealth Planning By Bob Chitrathorn
The genesis of Wealth Planning By Bob Chitrathorn stemmed from a dissatisfaction with corporate priorities overshadowing genuine assistance. Witnessing a shift towards profit-centric approaches in previous roles, Bob envisioned a practice where the focus remained squarely on helping and educating individuals. This aspiration led to the birth of his practice, centered on personalized financial planning and guidance.
Service Offerings and Evolving Consumer Responses
Bob’s suite of financial services encompasses a spectrum, ranging from comprehensive financial planning and guided wealth portfolios to risk analysis, investment initiation, insurance planning, college financials, and specialized counsel as a Dave Ramsey SmartVestor Pro. These offerings have expanded over time, shaped by the needs he identified among clients. Notably, his recent foray into aiding individuals with Medicare stemmed from recognizing systemic issues within the industry that often overlooked end-users in favor of corporate interests.
Overcoming Challenges: Youth and Expertise
Early challenges centered on Bob’s youthful appearance, posing difficulties in immediately establishing credibility with older clients. Undeterred, he redirected his focus toward younger individuals, becoming a mentor and coach for many. The gratitude he received from this demographic bolstered his resolve and solidified his position as a trusted advisor.
Work Culture and Business Ethics
At Wealth Planning By Bob Chitrathorn, the ethos revolves around fundamental principles:
Client-Centric Approach: Always strive to do the best for the individual seeking assistance.
Transparency and Honesty: Uphold these values in every interaction.
Genuine Care: Foster deep connections with those being helped.
For Bob, success is intertwined with these core values. He believes that true success emanates from positively impacting the lives of those he works with, driven by an unwavering commitment to genuine care and assistance.
Continuing Journey and Unwavering Passion
Reflecting on his journey, Bob maintains that as long as there’s growth and positive influence, the path has been worthwhile. His commitment to expanding his reach and positively impacting lives remains undiminished, signifying an ongoing journey of impact and purpose.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Mariner Independent Advisor Network, Wealth Planning by Bob Chitrathorn of Simplified Wealth Management or LPL Financial. 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. 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.
