Email mona.amiri@crescentpw.com
Phone (919) 439-5377
With decades of experience as a branch assistant manager in the banking world, I’ve spent most of my career helping individuals and families navigate their finances with confidence and clarity. Over the years, I realized that my true passion lies in building deeper, more personal relationships — not just managing accounts, but helping people create long-term financial peace of mind.
That passion inspired me to take a leap into the financial planning industry, where I now get to combine my experience, care, and people-first mindset to make a meaningful difference in others’ lives.
Outside of work, I’m a proud mom and grandma who cherishes family time above all else. Whether it’s enjoying a quiet coffee chat or chasing after little feet, those are the moments I hold closest to my heart. I also love going for walks and spending time in my yard—it’s where I find peace and joy.
I believe life is all about love, connection, and making the people around you feel truly cared for. I’m so glad you’re here, and I look forward to being part of your journey.