Chris Sittner
Founder & Principal Advisor at Cs Wealth Management, Llc
Based in Portland, United States
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Seniority
C-Team
Department
General Business & Management
Location
Portland
Industry
Financial Services
Company size
1 to 10
Contact information
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c•••••••@wealthbycs.com
Phone
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Background
About Chris Sittner
As the founder and principal advisor of CS Wealth Management, I leverage my dual credentials as a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ to provide comprehensive and customized financial solutions for my clients. With over twelve years of experience in the financial services industry, I have developed a deep expertise in financial planning, accounting, taxation, and investment management. My mission is to help my clients achieve their financial goals and enjoy a comfortable retirement, by simplifying the complexity of their financial situations and providing them with clear and actionable guidance. I work closely with my clients to understand their needs, preferences, and values, and to design a holistic financial plan that aligns with their vision and aspirations. I also partner with other professionals, such as attorneys, insurance agents, and tax preparers, to coordinate and optimize the various aspects of their financial affairs.
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