Bob Chitrathorn, CPFA® in

Bob Chitrathorn, CPFA®

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CFO/Vice President of Wealth Planning at Simplified Wealth Management / Wealth Planning by Bob Chitrathorn
📍 Corona, California, United States

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Current Role
CFO/Vice President of Wealth Planning
Location
Corona, California, United States
Personality Overview

How Bob shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Bob cares about

Strategic Priorities
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Career

Work history

6-2021
CFO/Vice President of Wealth Planning
Simplified Wealth Management / Wealth Planning by Bob Chitrathorn
8-2016 - 6-2021
Vice President of Wealth Planning
Providence Wealth Planning / Wealth Planning by Bob Chitrathorn
9-2004 - 8-2016
Vice President of Wealth Planning
Trilogy Financial
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1999 - 2004
Bachelor's Degree
California State University-San Bernardino
1998 - 1999
Education details unavailable
La Sierra University
1994 - 1997
High School
Loma Linda Academy
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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