Guided financial clarity for professionals and families

About

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.