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

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About Curtis Crossland, CFP®, CFA®, MBA, EA, CFA®

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:
1. Build a Smarter Retirement
2. Tax Plan
3. Invest Wisely
4. 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
• Busy Professionals with Families

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!

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Ideal Clients

  • Income Planning
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Hourly Fee: $285+/hr
  • Assets Under Management: 0.55%

SEC Records

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