Crescent Private Wealth
At Crescent Private Wealth, we provide service that values your purpose as the driving force behind our actions. Each of us holds certain values that truly matter in our lives, and for the majority of us, our existence revolves around supporting, nurturing, and progressing what holds significance to us. As an experienced Wealth Advisor, Ahmad Quqa founded the company in 2024 to provide clients with a higher level of service. Respectively, Associates Mona Amiri, Heidi Moreno, and Ibraheem Amin joined Quqa bringing to Crescent Private Wealth experience, investment management, and together, they have built a team that consistently delivers in delivering comprehensive financial solutions and client satisfaction. All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
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Verified contacts
7
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- MA
Mona Amiri
Associate, Private Wealth Client Services · Finance & Accounting
EmailPhone - HM
Hassan Masood
Strategic Growth & Institutional Services · Other
EmailPhone - MD
Muhammad Dahnoun
Financial Advisor Wealth Investment Strategies · Finance & Accounting
EmailPhone
Showing 3 of 7 verified contacts
Top roles at Crescent Private Wealth
5 distinct titles indexed · top 5 shown.
- 1assistant client manager (series 65 certified)
- 1associate, private wealth client services
- 1financial advisor wealth investment strategies
- 1private wealth advisor
- 1strategic growth & institutional services
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