Investment Specialist And Financial Advisor
Crescent Financial In Association With Massmutual Greater Washington
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Robert (Ali) Virden, Chfc®, Ricp® Email & Phone Number
Investment Specialist and Financial Advisor
at
Crescent Financial in association with MassMutual Greater Washington
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✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Crescent Financial in association with MassMutual Greater Washington
Role
Investment Specialist and Financial Advisor
Location
Washington DC-Baltimore Area, United States, United States
Who is Robert (Ali) Virden, Chfc®, Ricp®? Overview
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Robert (Ali) Virden, Chfc®, Ricp® is listed as Investment Specialist and Financial Advisor at Crescent Financial in association with MassMutual Greater Washington, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Robert (Ali) Virden, Chfc®, Ricp®.
Robert (Ali) Virden, Chfc®, Ricp® previously worked as Investment Specialist / Financial Advisor at Crescent Financial In Association With Massmutual Greater Washington and President & Financial Advisor at Crescent Financial Llc. Robert (Ali) Virden, Chfc®, Ricp® holds Bs, Finance, (English Minor) from University Of Maryland.
Profile bio
About Robert (Ali) Virden, Chfc®, Ricp®
As a seasoned Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®) with over 25 years of experience, I bring a wealth of knowledge to guide clients in achieving their financial goals. My commitment is to see the bigger picture of their finances so I can offer the best options to keep them on track for their goals today, tomorrow, and as life changes. I specialize in crafting personalized strategies tailored to their unique situation, whether it is ensuring a secure retirement, funding education for children or grandchildren, optimizing tax efficiency, strategic asset positioning, legacy planning for heirs or charities, and establishing a robust safety net for unforeseen challenges like illness, injury, or market fluctuations. My clients' financial wellbeing is my priority, and my extensive expertise is dedicated to navigating them through every aspect of their financial journey. Specialties:* Investment management and advisory services* Retirement strategies* Education savings strategies* Tax strategies* Wealth transfer strategies* Insurance and annuities* Values, beliefs and faith-based considerations I am licensed to sell securities in MD, DC, VA, AZ, CA, CO, DE, FL, GA, IL, IN, LA, MA, MN, MO, MT, NY, NC, OH, PA, SC, SD, VT, WA. I am a registered representative of and offer securities and investment advisory services and financial planning through MML Investor Services, LLC. member SIPC (www.sipc.org). Supervisory address: 530 Gaither Road, Suite 350Rockville, MD 20850Office phone: (301) 354-3839Mobile phone: (571) 946-8573 I am also licensed to sell insurance in MD, DC, VA, FL, MA, MI, MN and NY.CRN202702-5999529
Current workplace
Robert (Ali) Virden, Chfc®, Ricp®'s current company
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Crescent Financial In Association With Massmutual Greater Washington
10 roles · 39 years
Robert (Ali) Virden, Chfc®, Ricp® work experience
A career timeline built from the work history available for this profile.
Investment Specialist / Financial Advisor
Current
Crescent Financial In Association With Massmutual Greater Washington
Specialties: * Investment management and advisory services* Retirement strategies* Education savings strategies* Tax strategies* Wealth transfer strategies* Insurance and annuities* Values, beliefs and faith-based considerations
Jan 2009 - Present
President & Financial Advisor
Crescent Financial Llc
Just as the moon changes its phases from the beginning to the end of each month, investors' needs change as they transition through the various phases of life. Crescent Financial was created to provide personally-tailored investment advice and financial services to investors seeking competitive returns without compromising their values or beliefs. With 20+.
2008 - Jan 2009
Director, Eastern Us
Portfolio Manager for the Amana Mutual Funds, the largest and oldest sharia-compliant investment firm in the North America. Responsible for growing the RIA use of the funds for Muslim clientele, clients seeking SRI, or based soley on the investment merits of the Amana Funds. Attended many Investment industry and Islamic Association conventions.
2006 - 2008
~2 yrs
Financial Advisor
Worked with HNW clients developing advanced estate plans and investment management using separately managed accounts.
2005 - 2006
~1 yr
Vice President
2004 - 2005
~1 yr
Vice President, Mclean Complex Manager
Opened an office in Manassas, VA and led 95 employees, 47 Financial Advisors through a very difficult period in the markets. Hired and trained many successful trainees, and was recognized as one of the top five recruiters out of all Legg Mason Branch Managers in 2000.
1999 - 2003
~4 yrs
Vice President, Branch Manager
Vice President & Co-Manager, Washington, DC 1998-1999Vice President & Branch Manager, Toledo, OH 1997-1998Vice President & Branch Manager, Saginaw, MI 1995 - 1997Sales Manager, Washington, DC 1993-1995
1993 - 1999
~6 yrs
Financial Consultant
Managed $21,000,000 in assets in 1993; Graduated from executive management assessment/training in 1993.
1991 - 1993
~2 yrs
Financial Consultant
First Quintile producer in assets, new relationships, and in total Production in 1988, 1989
1987 - 1991
~4 yrs
1 education record
Robert (Ali) Virden, Chfc®, Ricp® education
FAQ
Frequently asked questions about Robert (Ali) Virden, Chfc®, Ricp®
Quick answers generated from the profile data available on this page.
What company does Robert (Ali) Virden, Chfc®, Ricp® work for?
Robert (Ali) Virden, Chfc®, Ricp® works for Crescent Financial in association with MassMutual Greater Washington.
What is Robert (Ali) Virden, Chfc®, Ricp®'s role at Crescent Financial in association with MassMutual Greater Washington?
Robert (Ali) Virden, Chfc®, Ricp® is listed as Investment Specialist and Financial Advisor at Crescent Financial in association with MassMutual Greater Washington.
Where is Robert (Ali) Virden, Chfc®, Ricp® based?
Robert (Ali) Virden, Chfc®, Ricp® is based in Washington DC-Baltimore Area, United States, United States while working with Crescent Financial in association with MassMutual Greater Washington.
What companies has Robert (Ali) Virden, Chfc®, Ricp® worked for?
Robert (Ali) Virden, Chfc®, Ricp® has worked for Crescent Financial In Association With Massmutual Greater Washington, Crescent Financial Llc, Saturna Capital Corporation, Merrill Lynch Private Client Group, and Ubs Wealth Management.
How can I contact Robert (Ali) Virden, Chfc®, Ricp®?
You can use AeroLeads to view verified contact signals for Robert (Ali) Virden, Chfc®, Ricp® at Crescent Financial in association with MassMutual Greater Washington, including work email, phone, and LinkedIn data when available.
What schools did Robert (Ali) Virden, Chfc®, Ricp® attend?
Robert (Ali) Virden, Chfc®, Ricp® holds Bs, Finance, (English Minor) from University Of Maryland.
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