Curtis Crossland

About Curtis Crossland

I\'m a Phoenix native and spent over 10 years working for large wealth management firms. I have the heart of a teacher, a strong commitment to lifetime learning, and I\'m obsessed with finances. I love working with folks in and near retirement, transitioning their job or career, and busy professionals with families. It\'s my personal mission and focus to help people:• Build a Smarter Retirement• Tax Plan• Invest Wisely• See to Their Family\'s FutureFinancial planning and engagement with finances is an ongoing and ever changing reality. I want to build long-term relationships with clients looking for a real partner in their financial future. As a fiduciary, I seek the best interest of each person I work with. I\'m fee-only, and I don\'t work on commissions.When I\'m not helping people 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.#financialplanning #investing #finances #retirement

Experience

1. Managing Member

   Suttle Crossland Wealth Advisors, Llc

   Mar 2022 — Present · Scottsdale, AZ, US

   Fee-only provider of comprehensive financial planning & low cost asset management to retired & near retirement investors.I focus on these critical areas of planning: • Retirement Income • Investment Management • Tax Planning • Social Security • Distribution & Conversion Strategies • Risk Management • Gifting Strategies • Estate Planning • Legacy Planning

Education

• Pepperdine Graziadio Business School

  Bachelor of Science - BS, Business Administration and Management, General

• Grand Canyon University

  Master of Business Administration - MBA, Business Administration and Management, General