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


This Office

15331 W Bell Rd. Suite 212 Surprise, AZ 85374 Phone: (602) 834-3942

Other Offices

14050 N 83rd Ave. Suite 290 Peoria, AZ 85381 Phone: (602) 834-3942
1166 E Warner Rd. Gilbert, AZ 85296 Phone: (602) 834-3942
20715 N Pima Rd Ste 108 Scottsdale, AZ 85255 Phone: (602) 834-3905