| Maeli Contreras |
7 months ago |
Target Customer |
High-earning professionals, business owners and families |
High-earning professionals, business owners, and families who value clarity and long-term financial security. |
| Maeli Contreras |
7 months ago |
Description |
Wealth Planning by Bob Chitrathorn is a California-based financial advisory firm built on over two decades of trusted service. Originally founded as a DBA over 20 years ago and formally established as Bob Chitrathorn LLC in 2024, the firm provides holistic, personalized planning for professionals, entrepreneurs, and families seeking financial clarity and legacy growth.
We specialize in retirement strategy, tax efficiency, risk analysis, life insurance, and college planning—delivered with a client-first, fiduciary mindset. Led by Bob Chitrathorn, a long-standing educator and advocate in wealth planning, our mission is to simplify complex financial decisions and empower clients to move forward with confidence. |
Wealth Planning by Bob Chitrathorn is a California-based financial advisory firm built on over two decades of trusted service. Originally founded as a DBA over 20 years ago and formally established as Bob Chitrathorn LLC in 2024, the firm provides holistic, personalized planning for professionals, entrepreneurs, and families seeking financial clarity and legacy growth. We specialize in retirement strategy, tax efficiency, risk analysis, life insurance, and college planning—delivered with a client-first, fiduciary mindset. Led by Bob Chitrathorn, a long-standing educator and advocate in wealth planning, our mission is to simplify complex financial decisions and empower clients to move forward with confidence. |
| Maeli Contreras |
7 months ago |
Technology built with |
WordPress, MySQL, AddToAny, Google Tag Manager, HubSpot Analytics, Google Analytics, Yoast SEO, Goober Swiper core-js, jQuery Migrate, jQuery, Bootstrap, RSS, Open Graph, Apache HTTP Server, AccessiBe, PHP, AddToAny Share Buttons, SharpSpring, HubSpot, Bluehost, Priority Hints |
WordPress, MySQL, AddToAny, Google Tag Manager, HubSpot Analytics, Google Analytics, Yoast SEO, Goober Swiper core-js, jQuery Migrate, jQuery, Bootstrap, RSS, Open Graph, Apache HTTP Server, AccessiBe, PHP, AddToAny Share Buttons, SharpSpring, HubS |
| Fatima Mendoza |
7 months ago |
Address |
|
391 N. Main St. Suite 107 |
| Fatima Mendoza |
7 months ago |
State Status |
Unknown |
Growing |
| Fatima Mendoza |
7 months ago |
Phrase |
Guided financial clarity for professionals and families. |
Guided financial clarity for professionals and families |
| Fatima Mendoza |
7 months ago |
Postal Code |
|
92880 |
| Fatima Mendoza |
7 months ago |
Target Customer |
High-earning professionals, business owners, and families who value clarity and long-term financial security. |
High-earning professionals, business owners and families |
| Fatima Mendoza |
7 months ago |
Benefits |
Confidence in your financial path. Clear strategies. Less stress about money. More control over your future. |
- Confidence in your financial path
- Clear strategies. Less stress about money
- More control over your future |
| Fatima Mendoza |
7 months ago |
Features |
Tailored financial plans (not templates)
- College, retirement, and legacy planning
- Tax-efficient strategies and risk analysis
- Culturally fluent financial advice
- One-on-one access to Bob Chitrathorn |
- Tailored financial plans (not templates)
- College, retirement, and legacy planning
- Tax-efficient strategies and risk analysis
- Culturally fluent financial advice
- One-on-one access to Bob Chitrathorn |
| Fatima Mendoza |
7 months ago |
Description |
Wealth Planning by Bob Chitrathorn is a California-based financial advisory firm built on over two decades of trusted service. Originally founded as a DBA over 20 years ago and formally established as Bob Chitrathorn LLC in 2024, the firm provides holistic, personalized planning for professionals, entrepreneurs, and families seeking financial clarity and legacy growth.
We specialize in retirement strategy, tax efficiency, risk analysis, life insurance, and college planning—delivered with a client-first, fiduciary mindset. Led by Bob Chitrathorn, a long-standing educator and advocate in wealth planning, our mission is to simplify complex financial decisions and empower clients to move forward with confidence. |
Wealth Planning by Bob Chitrathorn is a California-based financial advisory firm built on over two decades of trusted service. Originally founded as a DBA over 20 years ago and formally established as Bob Chitrathorn LLC in 2024, the firm provides holistic, personalized planning for professionals, entrepreneurs, and families seeking financial clarity and legacy growth.
We specialize in retirement strategy, tax efficiency, risk analysis, life insurance, and college planning—delivered with a client-first, fiduciary mindset. Led by Bob Chitrathorn, a long-standing educator and advocate in wealth planning, our mission is to simplify complex financial decisions and empower clients to move forward with confidence. |
| Fatima Mendoza |
7 months ago |
Twitter |
PlanWithBob |
|
| Fatima Mendoza |
7 months ago |
LinkedIn |
in/bobchitrathorn |
wealth-planning-by-bob-chitrathorn |
| Fatima Mendoza |
7 months ago |
Video URL |
|
https://www.youtube.com/watch?v=pL-qqYnLZa0 |
| Fatima Mendoza |
7 months ago |
Technology built with |
WordPress, HTML5, Google Analytics, integrations |
WordPress, MySQL, AddToAny, Google Tag Manager, HubSpot Analytics, Google Analytics, Yoast SEO, Goober Swiper core-js, jQuery Migrate, jQuery, Bootstrap, RSS, Open Graph, Apache HTTP Server, AccessiBe, PHP, AddToAny Share Buttons, SharpSpring, HubSpot, Bluehost, Priority Hints |
| Fatima Mendoza |
7 months ago |
Contact Phone |
1 951-465-6409 |
19514656409 |
| Fatima Mendoza |
7 months ago |
Tags |
- Financial Services Investments
- Wealth Management
- Retirement
|
- Financial Services Investments
- Wealth Management
- Retirement
- Financial
- Finance
- Insurance
- Planning
- Investment Management
- Tax
- Money
|
| Fatima Mendoza |
7 months ago |
Screenshot |
 |
 |
| Fatima Mendoza |
7 months ago |
Logo |
 |
 |
| Bob Chitrathorn |
7 months ago |
Technology built with |
|
WordPress, HTML5, Google Analytics, integrations |
| Bob Chitrathorn |
7 months ago |
Features |
|
Tailored financial plans (not templates)
- College, retirement, and legacy planning
- Tax-efficient strategies and risk analysis
- Culturally fluent financial advice
- One-on-one access to Bob Chitrathorn |
| Bob Chitrathorn |
7 months ago |
Benefits |
|
Confidence in your financial path. Clear strategies. Less stress about money. More control over your future. |
| Bob Chitrathorn |
7 months ago |
Target Customer |
|
High-earning professionals, business owners, and families who value clarity and long-term financial security. |
| Bob Chitrathorn |
7 months ago |
Why unique? |
|
A deeply personalized approach combining two decades of experience, modern planning tools, and culturally-aware financial guidance. |
| Bob Chitrathorn |
7 months ago |
Problem Solving |
|
Helping individuals and families take control of their financial future with clear, personalized planning. |
| Bob Chitrathorn |
7 months ago |
City |
|
Corona |
| Bob Chitrathorn |
7 months ago |
Phrase |
Wealth Planning by Bob Chitrathorn provides financial planning, risk analysis, life insurance planning, and college planning services. |
Guided financial clarity for professionals and families. |
| Bob Chitrathorn |
7 months ago |
Legal Name |
|
Bob Chitrathorn LLC |
| Bob Chitrathorn |
7 months ago |
Business Model Type |
|
Other |
| Bob Chitrathorn |
7 months ago |
Industry |
|
Banking, Financial Services and Insurance |
| Bob Chitrathorn |
7 months ago |
Description |
|
Wealth Planning by Bob Chitrathorn is a California-based financial advisory firm built on over two decades of trusted service. Originally founded as a DBA over 20 years ago and formally established as Bob Chitrathorn LLC in 2024, the firm provides holistic, personalized planning for professionals, entrepreneurs, and families seeking financial clarity and legacy growth.
We specialize in retirement strategy, tax efficiency, risk analysis, life insurance, and college planning—delivered with a client-first, fiduciary mindset. Led by Bob Chitrathorn, a long-standing educator and advocate in wealth planning, our mission is to simplify complex financial decisions and empower clients to move forward with confidence. |
| Bob Chitrathorn |
7 months ago |
Date Founded |
|
2024-05-01 |
| Bob Chitrathorn |
7 months ago |
Blog URL |
|
https://planwithbob.com/blog/ |
| Bob Chitrathorn |
7 months ago |
Twitter |
planwithbob |
PlanWithBob |
| Bob Chitrathorn |
7 months ago |
LinkedIn |
wealth-planning-by-bob-chitrathorn |
in/bobchitrathorn |
| Bob Chitrathorn |
7 months ago |
Logo |
|
|
| Bob Chitrathorn |
7 months ago |
Screenshot |
|
|
| Bob Chitrathorn |
7 months ago |
Video Channel URL |
|
https://www.youtube.com/@WealthPlanningbyBobChitrathorn |
| Bob Chitrathorn |
7 months ago |
Contact E-mail |
[email protected] |
[email protected] |
| Bob Chitrathorn |
7 months ago |
Tags |
|
- Financial Services Investments
- Wealth Management
- Retirement
|
| Bob Chitrathorn |
7 months ago |
Competitors |
|
- Charles Schwab
- Ameriprise Financial
|
| Startup Ranking |
7 months ago |
Phrase |
|
Wealth Planning by Bob Chitrathorn provides financial planning, risk analysis, life insurance planning, and college planning services. |
| Startup Ranking |
7 months ago |
Name |
|
Wealth Planning by Bob Chitrathorn |
| Startup Ranking |
7 months ago |
Employees Number |
|
11 - 25 |
| Startup Ranking |
7 months ago |
State Status |
|
Unknown |
| Startup Ranking |
7 months ago |
Business Type |
|
B2C (Business to Customer) |
| Startup Ranking |
7 months ago |
Type |
|
Startup |
| Startup Ranking |
7 months ago |
State |
|
California |
| Startup Ranking |
7 months ago |
Contact Phone |
|
1 951-465-6409 |
| Startup Ranking |
7 months ago |
Contact E-mail |
|
[email protected] |
| Startup Ranking |
7 months ago |
Country |
|
United States |
| Startup Ranking |
7 months ago |
CrunchBase |
|
wealth-planning-by-bob-chitrathorn |
| Startup Ranking |
7 months ago |
LinkedIn |
|
wealth-planning-by-bob-chitrathorn |
| Startup Ranking |
7 months ago |
Twitter |
|
planwithbob |
| Startup Ranking |
7 months ago |
Facebook |
|
planwithbob |
| Startup Ranking |
7 months ago |
URL |
|
planwithbob.com |
