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Wealth Planning by Bob Chitrathorn

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Wealth Planning by Bob Chitrathorn

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We want to help you pursue your financial goals. We want to assist in charting your course. It is all about the client. CA Insurance License .

Your Go To Financial Planner | CFO / VP | As seen in Forbes, KTLA, ProactiveAdvisorMagazine.com, and many others Using our experience and independence to coach the client to help them pursue the path they want. Registered Branch Address:
1425 W Lugonia Ave
Redlands, CA 92374

Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance License #0644976), 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. (951) 465-6409

11/02/2026

Lower living costs, not larger checks, help benefits cover more retirement expenses in leading states. Kansas leads, with average benefits covering 48% of a single retiree’s estimated annual expenses. Iowa, North Dakota, Indiana, and Delaware follow, covering 46% to 47% of expenses.

11/02/2026

A setback is a moment, not your destination.

Everyone stumbles. What matters is whether you allow one difficult moment to stop you or use it as a reason to keep moving forward.

Take a breath. Learn from it. Get back up and keep going.

11/02/2026

Last week’s sell-off raised new questions about the market outlook. This week on , Brian Klimke breaks down what drove the weakness in tech stocks, why investors are focused on earnings guidance over headline results, and how key economic data, geopolitics, and the midterm elections could shape markets in the days ahead.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

11/02/2026

A question I hear from people who've done a great job building up their savings: "I've never really invested. Where do I even start?"

Having cash set aside is a real accomplishment. Moving some of it into investments is a different decision, and it's worth slowing down for. Before moving a dollar, I like to talk through four things:

1. Your emergency fund. Keep rainy-day money in savings first. Many people aim for three to six months of living expenses.

2. Your timeline. Money you'll need soon and money you won't touch for years usually call for different choices.

3. Your comfort with ups and downs. Unlike FDIC-insured deposits, investments aren't federally insured and can lose value.

4. Your pace. Some people prefer to invest a set amount on a regular schedule so they can learn as they go. That approach doesn't guarantee a profit or prevent losses, but it can make the first step feel more manageable.

There's no single right first move. The right one depends on your goals, your timeline and your situation.

If your savings has outgrown its parking spot, what's the first question you'd want answered?

11/02/2026

📊 Your portfolio needs more than a set-it-and-forget-it approach.

Markets move, and your priorities can change over time. Reviewing your investments and rebalancing when appropriate can help keep your portfolio aligned with your goals.

11/01/2026

Daylight Saving Time ends — a simple reminder to reset the clocks and adjust to the seasonal shift.

11/01/2026

Thieves are creating mock websites to lure people looking to check balances into giving up the card’s number and PIN.

10/31/2026

The graduate degrees least touched by AI so far have one thing in common: they put you in a room with another person.

10/31/2026

Wishing everyone a safe and enjoyable Halloween — whether you’re celebrating with family traditions or community events.

10/31/2026

As the veil between worlds grows thin, frights and delights stir awake! 🕸️ The spooky season has arrived to enchant one and all.

Wickedly clever costume parties 👻, meticulously carved pumpkin masterpieces 🎃, and savoring all the seasonal candy indulgences await those looking to embrace their spirited side this Halloween. 🍭🍫

Let your inner ghoul out to play. 'Tis the season to get delightfully tricky and revel in all sorts of haunting shenanigans! 🕷️

Share your favorite hair-raising Halloween adventures below, if you dare... 💀

Address

391 N. Main Street, Suite 107
Corona, CA
92880

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://planwithbob.com/

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