Wealth Planning by Bob Chitrathorn

Providing personalized wealth planning services tailored to each client including investment planning, distribution strategies for retirement income, estate-conservation planning, and risk-management analysis.

Bob Chitrathorn CPFA®
President, Founder, Sr. Wealth Advisor
Wealth Planning by Bob Chitrathorn
bob@planwithbob.com
Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as
CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through
Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate
ownership from any other named entity. Alta Vista Credit Union, Alta Financial Services,
and Cetera are independent of each other.) CA Insurance License #0E63308.Registered
address:1425 W Lugonia Ave, Redlands ,CA 92374. 951-465-6409
Investments are: Not FDIC/NCUSIF insured • May lose value • Not financial institution
guaranteed• Not a deposit • Not insured by any federal government agency.