| Wealth Planning by Bob Chitrathorn |
Description |
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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. |
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| Wealth Planning by Bob Chitrathorn |
Competitors |
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- Charles Schwab
- Ameriprise Financial
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| Wealth Planning by Bob Chitrathorn |
Tags |
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- Financial Services Investments
- Wealth Management
- Retirement
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| Wealth Planning by Bob Chitrathorn |
Contact E-mail |
[email protected] |
[email protected] |
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| Wealth Planning by Bob Chitrathorn |
Video Channel URL |
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https://www.youtube.com/@WealthPlanningbyBobChitrathorn |
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| Wealth Planning by Bob Chitrathorn |
Screenshot |
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| Wealth Planning by Bob Chitrathorn |
Logo |
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| Wealth Planning by Bob Chitrathorn |
LinkedIn |
wealth-planning-by-bob-chitrathorn |
in/bobchitrathorn |
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| Wealth Planning by Bob Chitrathorn |
Twitter |
planwithbob |
PlanWithBob |
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| Wealth Planning by Bob Chitrathorn |
Blog URL |
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https://planwithbob.com/blog/ |
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| Wealth Planning by Bob Chitrathorn |
Date Founded |
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2024-05-01 |
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| Wealth Planning by Bob Chitrathorn |
Business Model Type |
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Other |
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| Wealth Planning by Bob Chitrathorn |
Technology built with |
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WordPress, HTML5, Google Analytics, integrations |
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| Wealth Planning by Bob Chitrathorn |
Features |
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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 |
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| Wealth Planning by Bob Chitrathorn |
Benefits |
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Confidence in your financial path. Clear strategies. Less stress about money. More control over your future. |
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| Wealth Planning by Bob Chitrathorn |
Target Customer |
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High-earning professionals, business owners, and families who value clarity and long-term financial security. |
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| Wealth Planning by Bob Chitrathorn |
Why unique? |
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A deeply personalized approach combining two decades of experience, modern planning tools, and culturally-aware financial guidance. |
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| Wealth Planning by Bob Chitrathorn |
Problem Solving |
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Helping individuals and families take control of their financial future with clear, personalized planning. |
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| Wealth Planning by Bob Chitrathorn |
City |
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Corona |
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| Wealth Planning by Bob Chitrathorn |
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. |
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| Wealth Planning by Bob Chitrathorn |
Legal Name |
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Bob Chitrathorn LLC |
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| Wealth Planning by Bob Chitrathorn |
Industry |
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Banking, Financial Services and Insurance |
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