Curtis Crossland, MBA, CFA®, CFP®, EA

I help people in and near retirement build a tax efficient future.

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Suttle Crossland Wealth Advisors, LLC Curtis Crossland, MBA, CFA®, CFP®, EA
Scottsdale, AZ

Serving Clients Nationwide

I help people in and near retirement build a tax efficient future.

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Areas of Focus

  • Education Funding
  • Education Funding Vehicles
  • Education Needs and Funding Analysis
  • Employee Benefits
  • Family and Money
  • Financial Life Planning
  • Inherited Wealth
  • Investing
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

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

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

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'm a CFA® charterholder, a CFP® professional, and an Enrolled Agent with the IRS.

I have over 10 years of experience helping clients do the following:
• Build a Smarter Retirement
• Tax Plan
• Invest Wisely
• See to Their Family's Future

Near retirement and recently retired investors have a lot to deal with when it comes to things like ACA credits, IRMAA cliffs, tax efficient asset location and unwinding of future tax bombs. Together we'll focus on an income strategy that makes the most sense, and works to align your current and future needs in the most tax efficient way we can.

And while I love helping everyone, I'm the best fit for the following folks:
• Retired
• Near Retirement
• Transitioning Jobs or Career

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 barbecue, playing pickleball, or reading a good old fashioned book.

Schedule a call, I would love to get to know you and learn how I can help you on your financial journey!

Professional Designations

  • Chartered Financial Analyst (CFA)
  • Enrolled Agent (EA)


  • CFA Institute
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

20715, North Pima Road, Scottsdale, Arizona, 85255

Additional Locations

📍 14050 N 83RD AVE STE 290 PEORIA AZ 85381-5650

📍 15331 W BELL RD STE 212 SURPRISE AZ 85374-4104

📍 1166 E WARNER RD GILBERT AZ 85296-3064


Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free initial consultation. Every journey starts with a single step. This journey starts with a roughly 30 minute phone call to chat about about your expectations, and our capabilities. We want to get an idea of what you’re looking to achieve, your challenges, and your unique situation. If we mutually decide that we aren’t a good fit, we will introduce you to a firm or resources that may be a better fit.

Offers Investment Management


About our Firm

The Suttle l Crossland team are experienced and professional wealth management experts.

OUR goal is to help YOU meet your planning goals. Whatever chapter of life you’re in, retirement, maintaining your financial security, planning for future financial security, providing for children or grandchildren … we can help. And we will work with you as your investment needs change.

You will benefit from the state-of-the-art investment and reporting tools we use. We are independent Registered Investment Advisors (RIAs) who can offer you a broad range of options to fit your financial planning needs at a fair price. Our success is measured in YOUR success. Contact us today … we are here for you!


Pepperdine Graziadio Business School, Bachelor of Science - BS, Business Administration and Management, General


Hobbies and Interests

  • Cooking
  • Eating Out
  • Family
  • Football
  • Golf
  • Movies
  • Reading
  • Sports

FINRA Lookup

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Physicians
  • Technology Professionals
  • Young Families

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