Tim Sittler

Tim Sittler: Email & Phone Number

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Principal / Director of Wealth Advisory at Planning Works Inc.|Austin, Texas Metropolitan Area, United States

Position:

Principal / Director of Wealth Advisory at Planning Works Inc.

Location:

Austin, Texas Metropolitan Area, United States

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Last updated: 2026-06-10
Updated: 2026-06-10

Found email addresses for Tim Sittler:

Business emails:
t******r@caia.org
Personal emails:
t******r@hotmail.com,
t********4@hotmail.com

Found phone for Tim Sittler:

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Work Experience 23 years

Principal / Director of Wealth Advisory at Planning Works Inc.

Apr 2018 - Current

Partner at P1 Capital LLC

Mar 2017 - Mar 2018

Account Vice President; Portfolio Manager at UBS

Nov 2008 - Feb 2017

Financial Advisor at Morgan Stanley

Jun 2003 - Nov 2008

Tim Sittler started working in 2003, then the employee has changed 3 companies and 3 jobs. On average, Tim Sittler works for one company for 5 years 9 months.

Tim holds CFP® and CAIA certifications.

Education

Texas State University

Other employees at Planning Works Inc.

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Jack Switzer
Associate
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Lindsey McCasland
Director of Operations and Marketing
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