Guiding Global Wealth with Purpose
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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-based, 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-Based
$0
Commissions
20+
Years of Experience
1 day
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-BasedStewardship 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 Financial Officer

Mekhola Haque-Ahmed

Chief Financial 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.

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.