Get to know Charlene personally


Originally from the Bay Area, Charlene Quaresma is a first-generation American, whose Portuguese parents taught her about the value of hard work and planning early in her life.  Upon graduating early from the University of California Santa Cruz with a Bachelor's Degree in Consumer and Social Psychology, Charlene entered a business climate still hurting from the dot-com bust and the terrorist attacks of September 11th.  She understands that flexibility and creativity are needed to build wealth in adverse markets.

Charlene is not your typical financial planner.  She didn't dream of working in the industry; she never imagined she'd land in the world of investments and long-term planning.   She began her career as a sales manager at a lingerie boutique and it was there where she discovered the powerful link between money and emotion, passion and vulnerability.  With her, it's not about judgment; it's about owning your story and following your dreams.

She moved to Portland in 2008 and lives in Southeast Portland with her two Devon Rex cats, Gilly and Beanie. 

Having a passport since the age of five, Charlene enjoys traveling both locally and internationally. She is fascinated by learning the cultural history and richness from other countries.  However, she loves going back to Portugal and the Azores, especially the island of Pico because she can practice her "semi-fluent" Portuguese.  With travel restrictions due to COVID, she has truly enjoyed exploring Oregon's Lewis and Clarke Country.

In her spare time, she enjoys live music, karaoke, stand-up comedy and anything in the arts and crafts world.  Her latest projects include singing the nation anthem in front of thousands of people at Northwestern Mutual's Western Regional Conference.  She has been a frequent "Burner" and travels to Black Rock City annually since 2000 with the camp Children of Chaos.  Her favorite movie is The Goods and favorite bands, Queen and Nine Inch Nails.

Charlene recently purchased a Portland historic landmark, The Pouslen House and trasnformed it into her dream office.  She is a strong believer that you can have the life you dream of, it just takes a plan and commitment to make it so.  She would love to host you at the Money Mansion one day soon.

Charlene Marie Quaresma

Charlene Marie Quaresma

Wealth Management Advisor


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