Bob Chitrathorn By Simplified Wealth Management

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.

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