Bob Chitrathorn, CFO And Vice President With Simplified Wealth Management, Discusses Strategies To Employ To Help Clients Define Financial Priorities And Objectives

April 24, 2024 at 10:42 AM EDT

To empower individuals with the tools they need to preserve their financial future, Bob Chitrathorn, a valued professional in personalized financial planning services, today announced a competitive approach designed to assist clients in defining their financial priorities and objectives with greater clarity and precision.

With years of experience in navigating the complexities of the financial landscape, Bob has developed a comprehensive suite of strategies that are tailored to meet the unique needs of each client. This bespoke approach ensures that individuals are not only able to identify their financial goals but are also equipped with the knowledge and resources to pursue them.

The mission is to demystify the financial planning process for the clients. Understanding that each individual’s financial situation is unique, and there’s no one-size-fits-all solution. That’s why he’s introduced these strategies to help clients articulate and prioritize their financial goals, fostering a path toward financial stability and independence.

Key Features of Approach Include:

Personalized Financial Assessments: Through one-on-one consultations, the team conducts in-depth analyses of clients’ current financial situations, identifying opportunities for growth and areas requiring attention.
Goal-setting Workshops: Hosting interactive workshops aimed at helping clients define their short-, medium-, and long-term financial objectives, ensuring they align with people’s overall life plans.
Customized Financial Plans: Leveraging expertise, and crafting personalized financial plans that outline clear steps clients can take to pursue their defined objectives, taking into consideration risk tolerance and time horizons.
Ongoing Support and Monitoring: Recognizing that financial planning is an ongoing process, provide continuous support and periodic reviews of financial plans to adapt to any changes in the clients’ lives or financial circumstances.

Bob Chitrathorn shared: “I am always excited to help new clients build a specialized plan that is tailored to their needs and wants.”

Bob Chitrathorn is committed to enhancing financial literacy and providing clients with the skills needed to make informed decisions about their financial futures. The newly unveiled strategies mark a significant milestone in his dedication to client success, reaffirming his position as a valued partner in personal financial planning.

About Bob Chitrathorn

Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before settling in Southern California. As a child, Bob didn’t realize how good others had it until he ventured out of the ghetto and went over to friends’ birthday parties. There he’d witness the luxuries of living the American dream and of the possibilities that lay ahead.

To the Chitrathorns, life in America was a gift and they were proud owners of property in America. They worked hard to put food on the table and to put Bob and his younger sister, Crystal, through school. Bob ate sandwiches with nothing but cheese on them, but he was blessed nonetheless. He learned that perspective made all the difference in life.

In his mother’s words, “education is money in the bank.” She teaches nurses to this day, but she and Sakul, a factory worker, sacrificed to make a better life for Bob and Crystal. They paid for both kids to go through private high school and then helped pay for college.

Their dedication and sacrifice didn’t go to waste. Bob received a full-ride scholarship for his first year at La Sierra University, before transferring to Cal State San Bernardino(CSUSB). He received his B.S. in Finance, as well as a B.S. in Real Estate while minoring in business administration. Despite the rigorous course load, Bob graduated magna cum laude and was named part of the Golden Key Honor Society.

In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make informed decisions for their own financial lives. He had a short stint at H&R Block and also considered real estate, but he found his passion in personal finance. While Bob was attending CSUSB, his parents were working with an agent at New York Life. Bob always sat in on their meetings. He found that by listening to his parents’ goals and conveying the pros and cons of their decisions, they would listen to him more often than their own advisor.

When Bob became an advisor, it was a no-brainer that Puttachart and Sakul would work with their son, who always listened to their needs. With over 20 years of industry experience, he now has many clients beyond his parents to guide and influence. Bob recently co-founded Simplified Wealth Management in 2021 to help grow a new brand and to help shape the next generation of financial advisors.

In 2016, Bob contributed a chapter to best-selling author and esteemed motivational speaker, Brian Tracy’s book. The book, “Success Manifesto: The World’s Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.

He holds the Series 6, Series 7, Series 63 registrations with LPL Financial, and Series 65 registration with Mariner Independent Advisor Network, and he also has life, health, and long-term care insurance licenses. Bob has been married to the love of his life, Brittany, for five years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers-themed bar that’s perfect for Sunday Night Football.

If you’re looking for Bob at 6:30 or 7 pm on a weeknight, more often than not, he’s prepping for a case or making phone calls still. His parents’ work habits weren’t lost on him and he’s usually the one at the end of the night setting the alarm and turning off the lights.

Learn more:

www.planwithbob.com | bob@simplifiedwealth.com |

https://www.youtube.com/watch?v=w009FbZtgKY