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Curtis Crossland, MBA, CFA®, CFP®, EA

Fee-only Planning and Wealth Management for Retirees & Near Retirement

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

Serving Clients Nationwide

Fee-only Planning and Wealth Management for Retirees & Near Retirement

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Areas of Focus

  • Education Funding
  • Education Funding Vehicles
  • Education Needs and Funding Analysis
  • Employee Benefits
  • Family and Money

About Me

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

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

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

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, enjoying a weekend of football, 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

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Analyst (CFA)
  • Enrolled Agent (EA)

Affiliations

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

Primary Location

20715, North Pima Road, Scottsdale, Arizona, 85255

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • 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

Yes

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!

Education

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

Badges

Hobbies and Interests

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

Who We Serve

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

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