Curtis Crossland, CFP®, MBA Suttle Crossland Wealth Advisors, LLC

Contact this advisor

About Curtis Crossland, CFP®, MBA, EA

I’m a Phoenix native and spent over 10 years working for large wealth management firms.

I have the heart of a teacher, and a strong commitment to lifetime learning. I’m also 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 became an independent advisor because I want to help people do these better:
Build a Smarter Retirement
Tax Plan
Invest Wisely

When I’m not helping folks create their perfect 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.

I’d love to get to know you, and learn how I can help you master your financial journey!

Contact this advisor

Ideal Clients

  • Family Financial Planning
  • Gen X
  • Parents
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Quarterly Fee: $450+/qtr
  • Flat Fee: $1500+/engagement
  • Hourly Fee: $285+/hr
  • Assets Under Management: 0.55%

SEC Records

Loading...