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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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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

Other Offices

14050 N 83rd Ave. Suite 290 Peoria, AZ 85381 Phone: (602) 834-3942
15331 W Bell Rd. Suite 212 Surprise, AZ 85374 Phone: (602) 834-3942
1166 E Warner Rd. Gilbert, AZ 85296 Phone: (602) 834-3942