Tim Sittler, CFP®, CAIA

Tim, a Principal at Planning Works, Inc. since 2020, joined the firm in 2018. With a passion for empowering clients, he views financial planning as the cornerstone of sound financial management, helping individuals maintain the flexibility to shape their futures on their own terms, regardless of life’s uncertainties. Tim spearheads the firm’s investment due diligence and portfolio construction, ensuring tailored strategies that align with clients’ goals.

Beginning his career in financial services in 2003 while earning his degree from Texas State University, Tim brings over two decades of expertise. He holds the CERTIFIED FINANCIAL PLANNER™ designation and is a Chartered Alternative Investment Analyst (CAIA), reflecting his commitment to excellence.

Deeply rooted in his Austin community, Tim coached little league baseball at Western Hills Little League—where he played as a child—for 15 years. He and his wife Yara now enjoy cheering on his daughter’s softball team – which Tim coaches. He looks forward to guiding his son’s teams in the future, blending his dedication to family with his professional mission to build lasting legacies for clients.