In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make the best 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 advisors.
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 12 years of industry experience, he now has hundreds of clients beyond his parents to guide and influence. Bob recently joined newly established Simplified Wealth Management 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, and 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 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.
Complimentary Power of Attorney
Help with business valuation
Complimentary Second Opinion, investment review/analytics.
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.
