Charlene Quaresma is a Wealth Management Advisor at Northwestern Mutual, specializing in financial planning for millennials, digital creatives, and the LGBTQ+ community. Holding a Chartered Life Underwriter (CLU) designation, she also serves as a Field Director, mentoring new financial representatives.
As a first-generation American and artist, Charlene is deeply embedded in Portlands creative scene. She is a vocal LGBTQ+ ally and a self-described "Cat Mom, " valuing a non-judgmental and playful approach in both her personal and professional life.
She brands herself as the "Money Madam to Portland’s Creative Class, " using storytelling to make finance accessible.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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