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

Good News for Our Clients

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

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

Help Pay for Life’s Big and Small Moments

Convert some or all of your term policy to whole life today; it’s quick and easy. Premiums never go up, and your cash value is guaranteed to grow. Learn more now.

 

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