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 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 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 18 years of industry experience, he now has many clients beyond his parents to guide and influence. Bob co-founded 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.” This was an opportunity for Bob to share his love for planning 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 additionally, he holds life, health, and long-term care insurance licenses. Bob has been married to the love of his life, Brittany, for ten 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.
Complimentary Estate Planning, Complimentary Second Opinion, investment review/analytics: http://www.planwithbob.com/
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Bob Chitrathorn is a registered representative with, and Securities and Retirement Plan Consulting Program advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services offered through Mariner Independent Advisor Network (MIAN). MIAN, Wealth Planning by Bob Chitrathorn, and Simplified Wealth Management are separate entities from LPL Financial.
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