Curtis Crossland (CFA, CFP®, EA, MBA)

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

College/Education Planning

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 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'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 broke away from the status quo to give my clients the type of planning, resources and dedication they deserve, and became a founding partner of Suttle Crossland Wealth Advisors to accomplish that.

I have a strong commitment to lifetime learning, 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.