Client Login

Kashif Osman

Wealth Advisor

Email kashif.osman@crescentpw.com

Phone (919) 439-6041

Download VCard

Biography

I’m a Wealth Advisor at Crescent Private Wealth, where I bring a unique blend of mission-driven experience and financial expertise to my work with individuals, families, and institutions. With over eight years in the nonprofit sector and a background in commercial real estate, I offer a well-rounded perspective that bridges purpose and performance.

I specialize in advising institutional investors, nonprofit organizations, and philanthropic families, with a particular focus on endowment management and strategic charitable giving. My approach is all about aligning financial strategies with long-term impact, helping clients achieve both their financial and philanthropic goals.

I spent ten years living in South Africa, an experience that deeply shaped my global perspective and commitment to community engagement. Now based in the Raleigh area, I stay actively involved in local events and initiatives that keep me connected to the community I call home.

Outside of work, I’m an avid outdoorsman who loves camping, exploring nature, playing pickleball, and discovering new culinary experiences. I’m a self-proclaimed foodie, always on the lookout for the next great restaurant—and I never turn down a scoop of cookies and cream ice cream. At Crescent Private Wealth, I’m known for my thoughtful, educational approach to financial planning and my dedication to helping clients build strong, stable financial futures rooted in their values.

Education

BASc, Finance

Licenses & certifications

Series 65

FINRA

We are using cookies to give you the best experience. You can find out more about which cookies we are using or switch them off in privacy settings.
AcceptPrivacy Settings

GDPR

  • Financial Disclosures

Financial Disclosures

Check the background of your financial professional on FINRA’s BrokerCheck.

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.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.