Guiding Global Wealth with Purpose
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Crescent Meridian Capital
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The Case for CMC

Built for Alignment, Clarity, and Fiduciary Trust

Fiduciary, fee-only, and senior-advisor-direct. These are not marketing phrases. They are structural commitments that change what advice you receive and whether it actually serves you.

100%
Fee-Only
$0
Commissions Ever
20+
Years of Experience
1day
Response Guarantee
Farzana Clara Sultana portrait
Founder Spotlight

Farzana Clara Sultana

Principal & Founder

Farzana Clara Sultana founded Crescent Meridian Capital to offer something many successful families struggle to find: experienced advice that remains personal, thoughtful, and firmly anchored to their real priorities. She began her advisory career in 2004 with Citigroup Global Markets and continued her work with Ameriprise starting in 2010, serving clients across the U.S. in retirement planning, education funding strategies, and long-term investment planning.

Today, her work centers on helping clients make confident decisions around growth, stewardship, and transition. Her style is measured and strategic, with a strong emphasis on clarity, discretion, and long-term trust.

20+ YearsAdvisory experience.
Fee-OnlyStewardship and trust.
Client FocusOwners, professionals, and families.
View Our Team Book With Farzana
Leadership Team

Meet the Team Behind the Client Experience.

Why business owners choose Crescent Meridian is not just about philosophy. It is also about the people responsible for advisory leadership, governance, and operational follow-through.

Compact by design A focused team structure helps preserve direct access, accountability, and high-touch service.
Farzana Clara Sultana portrait
Principal & Founder

Farzana Clara Sultana

Principal & Founder, Crescent Meridian Capital Farzana Clara founded Crescent Meridian Capital with a mission to help individuals and families navigate the complexities of financial planning with clarity, confidence, and purpose. She began her advisory career in 2004 with Citigroup Global Markets and continued her work with Ameriprise starting in 2010, serving clients across the U.S. in retirement planning, education funding strategies, and long‑term investment planning. With more than two decades of industry experience, Farzana brings a disciplined planning approach grounded in thoughtful strategy, personalized guidance, and a deep commitment to client success. Her leadership is defined by integrity, foresight, and a passion for empowering people to achieve meaningful financial and life goals.

20+ years of advisory experience.
Mekhola Haque-Ahmed portrait
Chief Compliance Officer

Mekhola Haque-Ahmed

Chief Compliance Officer Mekhola Haque brings over 20 years of experience working with multinational organizations, specializing in compliance strategy, risk mitigation, and operational oversight. Her background in technology and digital platforms enhances Crescent Meridian Capital’s commitment to maintaining strong regulatory standards and delivering a secure client experience. Mekhola provides disciplined governance and ensures the firm’s operations align with the highest ethical and professional benchmarks.

Focus: compliance, controls, and risk oversight.
Tahsin Sarah Rajkumar portrait
Chief Operations Officer

Tahsin Sarah Rajkumar

Chief Operations Officer With more than two decades of experience in global corporate environments, Sarah Rajkumar leads operational strategy at Crescent Meridian Capital. Her expertise spans digital marketing, project management, organizational development, and client experience optimization. Sarah plays a critical role in building efficient systems that support the firm’s growth while maintaining the personalized service and care Crescent Meridian Capital is known for.

Focus: execution, systems, and client experience.
Client Perspective

Why the Relationship Feels Different in Practice.

Clients often describe the experience in terms of clarity, responsiveness, and the confidence that comes from advice built around their interests.

I have been working with my Financial advisor, Ms. Farzana Clara Sultana, for the past seven to eight years, and the experience has been exceptional from start to finish. From the very beginning, she took the time to truly understand not only my financial situation, but also my long-term goals, risk tolerance, and personal priorities. That level of care and attention has given me lasting confidence in my financial future. Her guidance has consistently been thoughtful, well-researched, and tailored to my specific needs. Whether navigating market uncertainty, refining my investment portfolio, or planning long-term wealth strategies, she provides clear, professional advice. One of the qualities I value most is her ability to explain complex #nancial concepts in a clear and understandable way, allowing me to make informed decisions with confidence and peace of mind. Over the years, I have seen steady and disciplined progress in my financial planning, which I strongly contribute to her strategic insight and consistent support. She is proactive, highly responsive, and genuinely committed to her clients’ success. I wholeheartedly recommend Ms. Farzana Clara to anyone seeking a knowledgeable, trustworthy, and dedicated financial advisor. Working with her has been one of the best decisions I have made for my financial well-being.

Community Leader / IT Professional - Virginia

Farzana brought structure to a set of decisions that had been sitting in separate buckets for years. For the first time, our business, family, and investment planning started to feel connected.

Business OwnerMaryland

What stood out most was the absence of pressure. The advice felt measured, thoughtful, and genuinely centered on what was right for our family owned business rather than what was easiest to work with. Emphasis was given to work and family balance with our children coming ahead in their future as they grow up to be adults.

Business owner with a succession planCalifornia

The process was clear from the beginning. We understood what mattered, what could wait, and how to make progress without feeling rushed into decisions we were not ready for.

Executive ClientTexas
Next Step

See Whether the Fit Is Right.

A consultation is the clearest way to evaluate whether the firm's fiduciary model, business-owner focus, and disciplined planning approach match your needs.