Bob Chitrathorn Discusses His Approach to Helping His Clients with Financial and Retirement Literacy. Bob provides personalized wealth planning services tailored to each client, including investment planning, distribution strategies for retirement income, estate-conservation planning, and risk-management analysis.
While other digital investing solutions offer online investment management, most don’t include a direct personal relationship with a dedicated financial advisor. Simplified Wealth Management is dedicated to helping its clients reach their goals, helping to guide them through the investing process.
Tune in for the interview on iTunes, Stitcher, iHeartRadio, and the Business Innovators Radio Network:
Chitrathorn said, “I believe I got where I am today by working hard and striving to make a difference to better those around me. When people see how hard you work for them, they see how much you care. Our firm believes in several principles that we think should apply to everyone: being good financial stewards, saving and planning for contingencies, building wealth for the future, and passing wealth efficiently to future generations. By helping clients apply these principles, our goal is to have a positive and meaningful impact on our clients’ lives. A big part of this process is to create an atmosphere that builds and grows personal relationships with our clients. I believe in simplifying the complex world of financial planning and investments as I guide clients in achieving their goals.”
Video Link: https://www.youtube.com/embed/AlOuiRYkVJc
About Bob Chitrathorn
In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make sound decisions for their own financial lives.
In 2016 Bob was asked to contribute a chapter to a book authored by motivational speaker Brian Tracy. 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 Strategic Wealth Advisors Group, LLC, and life, health and long-term care insurance licenses. Bob Chitrathorn is a registered representative with LPL Financial.
Bob has been married to the love of his life, Brittany, for eight 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.
Suthipong R. Chitrathorn | California | 391 N. Main Street, Suite 107, Corona CA 92878 | CA Insurance License # 0E63308
Learn More: https://planwithbob.com/
Simplified Wealth Management, and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
Prior to investing in a 529 Plan investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing
Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax.
A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.