Curtis Crossland (CFA, CFP®, EA, MBA)

Curtis Crossland focuses in the
following client markets or areas of practice:

High Net Worth Client Needs

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

I provide comprehensive Retirement and tax focused planning that include these critical areas:

Cash Flow Planning
Investment Management
Social Security Strategies
Distribution & Conversion Strategies
Risk Management & Insurance
Tax Planning
Estate Planning & Gifting

I help people in and near retirement build a tax efficient future. We’ll optimize investments and develop an income & conversion strategy that seeks a better bottom line. The goal is to keep more of what you’ve earned, build a bigger legacy, and pay less in taxes.

I helped start Suttle | Crossland because I want to do more to partner with clients in their lives and financial journey. Big brokerage and asset management firms don't do what I do. This means an ability to provide greater service, fantastic technology and resources, but most importantly, a meaningful tax focused client relationship.

Additional Information

I'm a Phoenix native and spent over 10 years working for large wealth management firms.

I received my Bachelor of Science degree in Business Administration from the Graziadio Business School at Pepperdine University, and my Master of Business Administration with Finance Emphasis from Grand Canyon University.

I have a strong commitment to lifetime learning, the heart of a teacher and I'm obsessed with finances.

When I'm not helping clients create their ideal plan, I'm out on an adventure with my wife and our 3 boys, chasing down the perfect craft barbeque, enjoying a weekend of football, or reading a good old fashioned book.

NAPFA Start Date

March 18, 2022

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