Curtis Crossland
MBA, CFA®, CFP®, EA
Suttle Crossland Wealth Advisors, LLC
Retirement Planning Pro, Managing Member
Curtis Crossland
MBA, CFA®, CFP®, EA
Suttle Crossland Wealth Advisors, LLC
Retirement Planning Pro, Managing Member
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. As a CFP® professional, I'm dedicated to providing comprehensive planning with a focus on tax efficient retirements. I believe in low cost investment management, and feel your success can depend on the right partnership that aligns with your unique situation and needs. - Curtis Crossland, MBA, CFA®, CFP®, EA
Fee-Only financial planner located in Scottsdale, AZ, serving clients locally and across the country
Curtis Crossland is a Scottsdale, AZ fee-only financial advisor serving clients locally and across the country. Suttle Crossland Wealth Advisors, LLC provides comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Curtis Crossland is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Curtis Crossland is an Arizona Fee-Only financial advisor serving clients locally and across the country.
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 a retirement planning specialist.
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 a decade 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
- 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!
Meet Dustin Suttle, Financial Advisor and Managing Member at Suttle Crossland Wealth Advisors.
Curtis Crossland is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Independent advisors with independent advice. The lessons we’ve learned over the years managing over a billion dollars in the past has taught us there is no such thing as cookie cutter advice. Our holistic approach to managing your financial wellness allows for a true partnership in achieving your goals.
With a combined 30 years of experience in financial services, we know what it means to serve clients’ needs. As a fiduciary, we put your interests first. Let us help you achieve your most important life goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Retirement Planning
- Retirement Income Planning
- Tax Planning
- Comprehensive Financial Planning
- Investment Management
Ideal Clients
- Retirees and Near Retirees
- Physical Therapist / Health Care
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- Virtual Meetings
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Curtis Crossland is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Curtis Crossland is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Curtis Crossland is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Curtis Crossland is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Curtis Crossland is Quoted in the Wall Street Journal: "What It Takes to Buy Your First Home Now"
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Curtis Crossland is Quoted in MarketWatch: "Suze Orman now says you need this much in emergency savings (and psst: you’re probably not going to like it)"
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Curtis Crossland is Quoted in the Wall Street Journal: "Three Money Mistakes to Avoid in a Bear Market"
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Curtis Crossland is Quoted on CBS News - Moneywatch: "What are the most common types of life insurance?"
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Curtis Crossland is Quoted in MarketWatch: "‘What they provide is not in any way worth what they charge.’ I feel like my financial adviser overcharges me. What should I be paying and what should I do about this?"
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Curtis Crossland is Quoted in ThinkAdvisor: "What to Do When Your Soon-to-Retire Client Needs to Save More: Advisors' Advice"
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Curtis Crossland is Quoted in Financial Planning Magazine: "Prenups focused on debt are winning favor with advisors. Here's why"
Contact Curtis Crossland
Office Locations:
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20715 N Pima Rd
Suite 108
Scottsdale, AZ 85255
