Professional
Charlene Quaresma joined Northwestern Mutual 2012 in Portland, Oregon's Mahaffey Network office. She is a licensed Advisor and holds her FINRA (Financial Industry Regulatory Authority) Series 6, 63 and 65 certifications.
She runs a broad practice and works with a team of specialists to offer:
- Flexible financial planning for millennials and digital creatives
- Unique planning ideas for the Real Estate professionals
- Guidance with multigenerational and estate planning
- Comprehensive planning for small business owners
- Foundational planning for young families
- Financial planning for the LGBTQ communities
"So many of my clients know that they need to sit down and answer the hard questions, but they are either nervous or simply don't know where to start," Charlene explains, "I help people have the scary conversations that, when mixed with my sense of humor and knowledge, become easy and even bring a sense of relief. That's why so many of my meetings begin with a handshake and end in a hug."
Years of Experience
Representing Northwestern Mutual since 2012.
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor of Art | Consumer and Social Psychology | University of California - Santa Cruz |