Get objective financial advice with the added benefit of online investment management in Redlands, CA, with Wealth Planning by Bob Chitrathorn of Simplified Wealth Management (951-465-6409)! Schedule a consultation with Bob Chitrathorn at https://planwithbob.com/
Bob Chitrathorn is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC, a registered investment advisor. Mariner Independent Advisor Network, LLC and Simplified Wealth Management, Inc. are separate entities from LPL Financial.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. An annual small account fee is applied to accounts with less than $10,000 Invested.
Wealth Planning by Bob Chitrathorn of Simplified Wealth Management 391 North Main Street #Ste 107, Corona, CA 92880, United States
Website Wealth Planning by Bob Chitrathorn of Simplified Wealth Management
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