About Curtis Crossland

DustinHeadshot 12

Dustin G. Suttle

MBA, CFP®, CRPC®, AAMS®
Co-Founder, Planning Pro

[email protected]

602-834-3942

Schedule with Dustin

Curtis J. Crossland

MBA, CFA, CFP®, EA
Co-Founder, Planning Pro

[email protected]

602-834-3943

Schedule with Curtis
Curtis Headshot

Education

  • Pepperdine University – Graziadio Business School
    • BSc. Business Administration
  • Grand Canyon University
    • Master in Business Administration (MBA)

Designations

  • CFA® Charterholder
  • CERTIFIED FINANCIAL PLANNER™
  • Enrolled Agent

Memberships

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 a decade of experience helping clients do the following:

  • Build a Smarter Retirement
  • Tax Plan
  • Invest Wisely
  • See to Their Family’s Future

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!

Curtis J. Crossland

MBA, CFA®, CFP®, EA
Co-Founder, Planning Pro
Curtis Headshot

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 a decade of experience helping clients do the following:

  • Build a Smarter Retirement
  • Tax Plan
  • Invest Wisely
  • See to Their Family’s Future

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!

Education

  • Pepperdine University – Graziadio Business School
    • BSc. Business Administration
  • Grand Canyon University
    • Master in Business Administration (MBA)

Designations

  • CFA® Charterholder
  • CERTIFIED FINANCIAL PLANNER™
  • Enrolled Agent

Memberships

Address

Suttle Crossland Wealth Advisors, LLC
20715 North Pima Road, Ste. 108
Scottsdale, AZ 85255

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