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

Protect your largest asset

Disability income insurance can protect your largest asset - your income. Northwestern Mutual can help. Learn more about how a disability insurance policy can help protect your income and your family.

Two Ways the Northwestern Mutual Foundation Supports Children and Families in Need

Can childhood cancer be beaten? We believe. That’s one of our charitable initiatives to help children and families in need. Learn more

 

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