Curtis Crossland (CFP®, EA, MBA)

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

  • Baby Boomers
  • Charitable Giving
  • College/Education Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

I began my career in Financial Services over 10 years ago in 2011. I obtained my CERTIFIED FINANCIAL PLANNER™ certification in 2015, and I became an Enrolled Agent through the IRS in 2022.

My past experience includes full financial planning and wealth management for nearly 250 households with half a billion dollars in combined assets under management. I've created plans for hundreds of amazing families and managed their assets as their dedicated CFP® professional. This work has ranged from: career starters to mature savers, folks a few years off from retirement to those that are entering it, and from those that are in retirement all the way to those that leave their final legacy.

I provide comprehensive Transition and Retirement focused planning to clients covering the following:

  • Cash Flow Planning
  • Wealth Accumulation
  • Investment Management
  • Insurance and Protection Planning
  • Distribution & Conversion Strategies
  • Social Security
  • Gifting Strategies
  • Tax Planning
  • Estate Planning

I focus on retirement, the journey to it, and the journey through it, because if you’re like me, your family counts on you and the details matter. I’ve had this focus for over 10 years, adding experience to my knowledge, and gaining wisdom through my experience.

I also focus on transitions because the only constant sometimes is change. This could be a job/career change, a move to a completely new place, or a transition in your life from working to retired or the other way around. Plans can change and I enjoy helping people find their path no matter what comes their way.

I helped start Suttle | Crossland because I want to do more to partner with clients in their lives and financial journey. This means an ability to provide greater service, fantastic technology and resources, but most importantly, a meaningful client relationship.

Additional Information

I was born and raised near Phoenix and proud to call Arizona home with my wife and our three boys. I completed my undergraduate work at Pepperdine University in Southern California with a Bachelor of Science degree in Business Administration. I have also obtained my Master of Business Administration with Finance Emphasis from Grand Canyon University in Phoenix, Arizona.

I became a planner because I have a passion for finance and a strong desire to see others succeed. My vision is to find cool people to work with, and help them create their own story of financial success. I’ll do that by designing a path with them to the financial future they envision and deserve.

Bottom line: I want to help you discover your intention with finance, and make it a reality.

Whether you need help for a specific project, or help for a lifetime, I’m your guy.

NAPFA Start Date

March 18, 2022

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This Office

20715 N Pima Rd Ste 108 Scottsdale, AZ 85255 Phone: (602) 834-3905