Christopher Sittner (CFP®, CPA)

Christopher Sittner focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

Entrepreneurs

High Net Worth Client Needs

Medical Professionals

Tax Planning

Planning Specialties

CS Wealth Management, LLC, an independent fee-only financial planning firm with offices in Portland, OR works with mid-career professionals and business owners across the country who want to ensure they are making smart financial decisions today and for their future. Why work with CS Wealth Management? We believe that wealth does not need to be complex, it can be simplified. And our background in taxation and finance can help provide the tools to build a simpler path for you. If this sounds like something you seek, please don't hesitate to reach out.

Additional Information

Christopher Sittner, founder of CS Wealth Management, LLC, has worked in the financial services industry for over 14 years. Prior to founding CS Wealth Management, Chris worked as an advisor for a Registered Investment Advisor. Previously, Chris spent nearly a decade in public accounting, mostly focused on taxation. Chris received a Bachelor's degree in Economics from University of Oregon and a post-baccalaureate in accounting from Portland State University. Chris is a CERTIFIED FINANCIAL PLANNER™ and a CPA; as well as, a member of the National Association of Personal Financial Advisors (NAPFA), the XY Planning Network (XYPN), the American Institute of CPAs (AICPA), and the Oregon Society of CPAs (OSCPA).