My Mission

My mission as a Financial Advisor is to inspire my clients to dream courageously and live with purpose.  I do this by helping them align their values with their actions by creating a safe, fun atmosphere where my clients can open up and talk about what matters most. 

I am emotionally invested in helping my clients dream up where they want their money to take them, why they want to go there, and then stay by their side to help navigate the course.  It is important to climb the mountain top with my clients, not preach from it. 

I value and appreciate the trust and openness required to create a viable plan that makes deep-seeded personal dreams come true.  I am a partner in their progress.  In fact, mine is a marriage with my clients; not a one-night stand.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Charlene Marie Quaresma

Financial Advisor

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck